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Building 2MCCAY WEALTH ADVISORY LLC

Map pinMANCHESTER, TN
Phone931-728-2130
NotebookSEC #801-114039
Total AUM
$495.4M
Employees
10
Clients
877

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
624 N WOODLAND STREET
MANCHESTER
TN 37355
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
931-728-2130
Other Offices
1

ReceiptFinancials

Total AUM
$495.4M
Accounts
880
Discretionary
$481.8M
Accounts
878
Non-Discretionary
$13.6M
Accounts
2

ContactClients

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Individual Clients
528
AUM
$132.3M
HNW Individual Clients
331
AUM
$295.6M
Pension/Profit Sharing Plan Clients
9
AUM
$22.8M
Charitable Organization Clients
8
AUM
$39.1M
Corporation or Business Clients
1
AUM
$5.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMOTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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