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Building 2MCCARTHY WEALTH & TAX ADVISORS

Map pinSPRINGBORO, OH
Phone937-748-4765
NotebookSEC #801-130395
Total AUM
$202M
Employees
4
Clients
272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 SOUTH MAIN STREET
SPRINGBORO
OH 45066
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
M-F AND EVENINGS AND/OR WEEKENDS BY APPOINTMENT
Phone
937-748-4765

ReceiptFinancials

Total AUM
$202M
Accounts
848
Discretionary
$202M
Accounts
848
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
221
AUM
$68.4M
HNW Individual Clients
51
AUM
$133.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINOHPATX

HandshakeAffiliates

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

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