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Building 2MCKINLEY MONEY, LLC

Map pinEAU-CLAIRE, WI
Phone(715) 835-2732
NotebookSEC #801-132140
Total AUM
$163.7M
Employees
3
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
N3579 1010TH ST
EAU-CLAIRE
WI 54703
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(715) 835-2732
Other Offices
2

ReceiptFinancials

Total AUM
$163.7M
Accounts
574
Discretionary
$146.6M
Accounts
518
Non-Discretionary
$17.2M
Accounts
56

ContactClients

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Individual Clients
84
AUM
$51.2M
HNW Individual Clients
78
AUM
$112.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MNTXWI

HandshakeAffiliates

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

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