Overview
Assets Under Management: $309 million
High-Net-Worth Clients: 21
Average Client Assets: $14 million
Frequently Asked Questions
THE MCHUGH 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 #119811), THE MCHUGH GROUP, LLC is subject to fiduciary duty under federal law.
THE MCHUGH GROUP, LLC serves 21 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, THE MCHUGH GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
THE MCHUGH GROUP, LLC manages $309 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, THE MCHUGH GROUP, 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: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.03
Average High-Net-Worth Client Assets: $14 million
Total Client Accounts: 160
Discretionary Accounts: 160
Regulatory Filings
CRD Number: 119811
Last Filing Date: 2025-02-10 00:00:00
Website: https://themchughgroup.net