Overview
Assets Under Management: $366 million
Headquarters: REDWOOD SHORES, CA
High-Net-Worth Clients: 162
Average Client Assets: $2 million
Frequently Asked Questions
MCCARTHY ASSET MANAGEMENT, 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 #118285), MCCARTHY ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
MCCARTHY ASSET MANAGEMENT, INC. is headquartered in REDWOOD SHORES, CA.
MCCARTHY ASSET MANAGEMENT, INC. serves 162 high-net-worth clients according to their SEC filing dated March 08, 2024. View client details ↓
According to their SEC Form ADV, MCCARTHY ASSET MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
MCCARTHY ASSET MANAGEMENT, INC. manages $366 million in client assets according to their SEC filing dated March 08, 2024.
According to their SEC Form ADV, MCCARTHY ASSET MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 162
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.85
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 732
Discretionary Accounts: 732
Regulatory Filings
CRD Number: 118285
Last Filing Date: 2024-03-08 00:00:00
Website: https://mamportfolios.com