Overview
Assets Under Management: $91 million
Headquarters: NEW CANAAN, CT
High-Net-Worth Clients: 24
Average Client Assets: $2.5 million
Frequently Asked Questions
MCCLAIN VALUE MANAGEMENT, 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 #114074), MCCLAIN VALUE MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MCCLAIN VALUE MANAGEMENT, LLC is headquartered in NEW CANAAN, CT.
MCCLAIN VALUE MANAGEMENT, LLC serves 24 high-net-worth clients according to their SEC filing dated February 22, 2018. View client details ↓
According to their SEC Form ADV, MCCLAIN VALUE MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
MCCLAIN VALUE MANAGEMENT, LLC manages $91 million in client assets according to their SEC filing dated February 22, 2018.
According to their SEC Form ADV, MCCLAIN VALUE MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.95%
Average Client Assets: $2.5 million
Total Client Accounts: 40
Discretionary Accounts: 40
Regulatory Filings
CRD Number: 114074
Filing ID: 1156841
Last Filing Date: 2018-02-22 10:27:00