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Building 2MCINROY & WOOD LIMITED

Map pinHADDINGTON, EAST LOTHIAN
Phone44 01620 825867
NotebookSEC #801-122816
Total AUM
$2.5B
Employees
72
Clients
1,111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
EASTER ALDERSTON
HADDINGTON, EAST LOTHIAN
EH41 3SF
United Kingdom
Operating Hours
09:00-17:00
Monday - Friday
Phone
44 01620 825867
Other Offices
2

ReceiptFinancials

Total AUM
$2.5B
Accounts
1,120
Discretionary
$2.5B
Accounts
1,120
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,062
AUM
$1.3B
Pooled Vehicle Clients
13
AUM
$1B
Pension/Profit Sharing Plan Clients
1
AUM
$22.5M
Charitable Organization Clients
35
AUM
$127.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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