Overview
Assets Under Management: $99 million
High-Net-Worth Clients: 11
Average Client Assets: $5.1 million
Frequently Asked Questions
JOHN T. MCCARTHY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119933), JOHN T. MCCARTHY, LLC is subject to fiduciary duty under federal law.
JOHN T. MCCARTHY, LLC serves 11 high-net-worth clients according to their SEC filing dated March 30, 2024. View client details ↓
According to their SEC Form ADV, JOHN T. MCCARTHY, LLC offers financial planning and portfolio management for individuals. View all service details ↓
JOHN T. MCCARTHY, LLC manages $99 million in client assets according to their SEC filing dated March 30, 2024.
According to their SEC Form ADV, JOHN T. MCCARTHY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.42%
Average Client Assets: $5.1 million
Total Client Accounts: 335
Non-Discretionary Accounts: 335
Regulatory Filings
CRD Number: 119933
Filing ID: 1861304
Last Filing Date: 2024-03-30 15:18:00