Overview
Assets Under Management: $642 million
Headquarters: MARYSVILLE, OH
High-Net-Worth Clients: 8
Average Client Assets: $43 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Educational Seminars
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.45
Average High-Net-Worth Client Assets: $43 million
Total Client Accounts: 2,156
Discretionary Accounts: 2,156
Regulatory Filings
CRD Number: 328478
Filing ID: 1945328
Last Filing Date: 2025-03-05 17:15:00
Website: https://mccarthyandcox.com