Overview
Assets Under Management: $201 million
Headquarters: INDIAN WELLS, CA
High-Net-Worth Clients: 75
Average Client Assets: $2 million
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