Overview
Assets Under Management: $201 million
Headquarters: INDIAN WELLS, CA
High-Net-Worth Clients: 75
Average Client Assets: $2 million
Frequently Asked Questions
MACLEAN CAPITAL ADVISORS, 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 #156978), MACLEAN CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
MACLEAN CAPITAL ADVISORS, LLC is headquartered in INDIAN WELLS, CA.
MACLEAN CAPITAL ADVISORS, LLC serves 75 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, MACLEAN CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MACLEAN CAPITAL ADVISORS, LLC manages $201 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, MACLEAN CAPITAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 388
Discretionary Accounts: 388
Regulatory Filings
CRD Number: 156978
Last Filing Date: 2025-02-10 00:00:00
Website: https://macleancapital.com