Overview
Assets Under Management: $195 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 110
Average Client Assets: $2 million
Frequently Asked Questions
MCNAUGHTON WEALTH 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 #300330), MCNAUGHTON WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MCNAUGHTON WEALTH MANAGEMENT, LLC is headquartered in SAN DIEGO, CA.
MCNAUGHTON WEALTH MANAGEMENT, LLC serves 110 high-net-worth clients according to their SEC filing dated August 21, 2024. View client details ↓
According to their SEC Form ADV, MCNAUGHTON WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MCNAUGHTON WEALTH MANAGEMENT, LLC manages $195 million in client assets according to their SEC filing dated August 21, 2024.
According to their SEC Form ADV, MCNAUGHTON WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.39
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 824
Discretionary Accounts: 820
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 300330
Last Filing Date: 2024-08-21 00:00:00
Website: https://mcnaughtonwealthmgmt.com