Overview
Assets Under Management: $148 million
Headquarters: WILMINGTON, DE
High-Net-Worth Clients: 41
Average Client Assets: $2.3 million
Frequently Asked Questions
MCDERMOTT ADVISORY GROUP, 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 #138768), MCDERMOTT ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
MCDERMOTT ADVISORY GROUP, LLC is headquartered in WILMINGTON, DE.
MCDERMOTT ADVISORY GROUP, LLC serves 41 high-net-worth clients according to their SEC filing dated January 12, 2018. View client details ↓
According to their SEC Form ADV, MCDERMOTT ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MCDERMOTT ADVISORY GROUP, LLC manages $148 million in client assets according to their SEC filing dated January 12, 2018.
According to their SEC Form ADV, MCDERMOTT ADVISORY GROUP, LLC 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.35%
Average Client Assets: $2.3 million
Total Client Accounts: 351
Discretionary Accounts: 340
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 138768
Filing ID: 1157719
Last Filing Date: 2018-01-12 10:37:00