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Building 2MACLEAN CAPITAL ADVISORS, LLC

Map pinINDIAN WELLS, CA
Phone760-636-4593
NotebookSEC #801-121021
Total AUM
$222.1M
Employees
3
Clients
160

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
74900 US HIGHWAY 111
STE 224
INDIAN WELLS
CA 92210
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
760-636-4593

ReceiptFinancials

Total AUM
$222.1M
Accounts
393
Discretionary
$222.1M
Accounts
393
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
90
AUM
$32.1M
HNW Individual Clients
66
AUM
$182.3M
Pension/Profit Sharing Plan Clients
3
AUM
$6.3M
Charitable Organization Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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