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Building 2EARLY MCCLINTIC & MCMILLAN, LLC

Map pinSTAFFORD, TX
Phone281-491-5260
NotebookSEC #801-110886
Total AUM
$652.2M
Employees
9
Clients
655

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4800 SUGAR GROVE BLVD.
SUITE 100
STAFFORD
TX 77477
United States
Operating Hours
8:00 A.M. - 3:30 P.M. BY APPOINTMENT
Monday - Friday
Phone
281-491-5260

ReceiptFinancials

Total AUM
$652.2M
Accounts
1,750
Discretionary
$395.7M
Accounts
1,232
Non-Discretionary
$256.5M
Accounts
518

ContactClients

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Individual Clients
579
AUM
$218.9M
HNW Individual Clients
68
AUM
$421.7M
Charitable Organization Clients
4
AUM
$10.4M
Corporation or Business Clients
4
AUM
$1.3M

Briefcase businessServices

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Services Offered
Financial PlanningPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLKSLANCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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