Overview
Assets Under Management: $709 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 195
Average Client Assets: $3.4 million
Frequently Asked Questions
MCSHANE PARTNERS 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 #107236), MCSHANE PARTNERS is subject to fiduciary duty under federal law.
MCSHANE PARTNERS is headquartered in CHARLOTTE, NC.
MCSHANE PARTNERS serves 195 high-net-worth clients according to their SEC filing dated March 18, 2024. View client details ↓
According to their SEC Form ADV, MCSHANE PARTNERS offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MCSHANE PARTNERS manages $709 million in client assets according to their SEC filing dated March 18, 2024.
According to their SEC Form ADV, MCSHANE PARTNERS 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, Educational Seminars
Clients
Number of High-Net-Worth Clients: 195
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.02%
Average Client Assets: $3.4 million
Total Client Accounts: 315
Discretionary Accounts: 315
Regulatory Filings
CRD Number: 107236
Filing ID: 1842257
Last Filing Date: 2024-03-18 09:13:00