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Building 2MCNAUGHTON WEALTH MANAGEMENT, LLC

Map pinSAN DIEGO, CA
Phone(858) 693-2310
NotebookSEC #801-114983
Total AUM
$291.6M
Employees
6
Clients
241

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3655 NOBEL DRIVE
SUITE 490
SAN DIEGO
CA 92122
United States
Operating Hours
MONDAY - THURSDAY 9AM - 4:30PM; FRIDAY 9AM - 3PM
Monday - Friday
Phone
(858) 693-2310

ReceiptFinancials

Total AUM
$291.6M
Accounts
944
Discretionary
$281.5M
Accounts
923
Non-Discretionary
$10.1M
Accounts
21

ContactClients

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Individual Clients
118
AUM
$44.4M
HNW Individual Clients
122
AUM
$241M
Pension/Profit Sharing Plan Clients
1
AUM
$6.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATXWA

HandshakeAffiliates

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

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