Overview
Assets Under Management: $164 million
Headquarters: EAU-CLAIRE, WI
High-Net-Worth Clients: 78
Average Client Assets: $1.4 million
Frequently Asked Questions
MCKINLEY MONEY, 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 #145571), MCKINLEY MONEY, LLC is subject to fiduciary duty under federal law.
MCKINLEY MONEY, LLC is headquartered in EAU-CLAIRE, WI.
MCKINLEY MONEY, LLC serves 78 high-net-worth clients according to their SEC filing dated April 01, 2026. View client details ↓
According to their SEC Form ADV, MCKINLEY MONEY, LLC offers financial planning and portfolio management for individuals. View all service details ↓
MCKINLEY MONEY, LLC manages $164 million in client assets according to their SEC filing dated April 01, 2026.
According to their SEC Form ADV, MCKINLEY MONEY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.75%
Average Client Assets: $1.4 million
Total Client Accounts: 574
Discretionary Accounts: 518
Non-Discretionary Accounts: 56
Regulatory Filings
CRD Number: 145571
Filing ID: 2082794
Last Filing Date: 2026-04-01 11:10:50