Overview
Assets Under Management: $275 million
Headquarters: MOKENA, IL
High-Net-Worth Clients: 64
Average Client Assets: $3.2 million
Frequently Asked Questions
MCCABE & ASSOCIATES, INC 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 #106588), MCCABE & ASSOCIATES, INC is subject to fiduciary duty under federal law.
MCCABE & ASSOCIATES, INC is headquartered in MOKENA, IL.
MCCABE & ASSOCIATES, INC serves 64 high-net-worth clients according to their SEC filing dated March 15, 2018. View client details ↓
According to their SEC Form ADV, MCCABE & ASSOCIATES, INC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MCCABE & ASSOCIATES, INC manages $275 million in client assets according to their SEC filing dated March 15, 2018.
According to their SEC Form ADV, MCCABE & ASSOCIATES, INC 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: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.53%
Average Client Assets: $3.2 million
Total Client Accounts: 572
Discretionary Accounts: 469
Non-Discretionary Accounts: 103
Regulatory Filings
CRD Number: 106588
Filing ID: 1169697
Last Filing Date: 2018-03-15 21:54:00