Overview
Assets Under Management: $338 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 107
Average Client Assets: $3.0 million
Frequently Asked Questions
MCCUEN & CO 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 #107305), MCCUEN & CO INC is subject to fiduciary duty under federal law.
MCCUEN & CO INC is headquartered in SAN DIEGO, CA.
MCCUEN & CO INC serves 107 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, MCCUEN & CO INC offers portfolio management for individuals. View all service details ↓
MCCUEN & CO INC manages $338 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, MCCUEN & CO INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.60%
Average Client Assets: $3.0 million
Total Client Accounts: 183
Discretionary Accounts: 81
Non-Discretionary Accounts: 102
Regulatory Filings
CRD Number: 107305
Filing ID: 1189978
Last Filing Date: 2018-03-28 13:34:00