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Building 2JOHN T. MCCARTHY, LLC

Map pin
Phone941-292-9999
NotebookSEC #801-119291
Total AUM
$57.8M
Employees
1
Clients
99

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
941-292-9999

ReceiptFinancials

Total AUM
$57.8M
Accounts
172
Discretionary
$0
Accounts
0
Non-Discretionary
$57.8M
Accounts
172

ContactClients

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Individual Clients
87
AUM
$22.6M
HNW Individual Clients
12
AUM
$35.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIDOHWA

HandshakeAffiliates

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

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