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Building 2MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC

Map pinMARYSVILLE, OH
Phone937-644-0351
NotebookSEC #801-128995
Total AUM
$112.8M
Employees
20
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
127 W. 5TH STREET
MARYSVILLE
OH 43040
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
937-644-0351
Other Offices
1

ReceiptFinancials

Total AUM
$112.8M
Accounts
1
Discretionary
$112.8M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$112.8M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PORTION OF EXPENSE RATIO FEE FROM EXCHANGE TRADED FUND

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINNCNEOHSCTNTX

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

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