Overview
Assets Under Management: $428 million
Headquarters: ALEXANDRIA, VA
High-Net-Worth Clients: 184
Average Client Assets: $2 million
Frequently Asked Questions
MCLAUGHLIN RYDER INVESTMENTS, 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 #147529), MCLAUGHLIN RYDER INVESTMENTS, INC. is subject to fiduciary duty under federal law.
MCLAUGHLIN RYDER INVESTMENTS, INC. is headquartered in ALEXANDRIA, VA.
MCLAUGHLIN RYDER INVESTMENTS, INC. serves 184 high-net-worth clients according to their SEC filing dated November 27, 2024. View client details ↓
According to their SEC Form ADV, MCLAUGHLIN RYDER INVESTMENTS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
MCLAUGHLIN RYDER INVESTMENTS, INC. manages $428 million in client assets according to their SEC filing dated November 27, 2024.
According to their SEC Form ADV, MCLAUGHLIN RYDER INVESTMENTS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 184
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.37
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 662
Discretionary Accounts: 12
Non-Discretionary Accounts: 650
Regulatory Filings
CRD Number: 147529
Last Filing Date: 2024-11-27 00:00:00
Website: https://mclaughlinryder.com