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Building 2MCLAUGHLIN ASSET MANAGEMENT, INC.

Map pinDANVILLE, IL
Phone217-442-6484
NotebookSEC #801-132797
Total AUM
$176.1M
Employees
4
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1905-E U.S. ROUTE 150
SUITE E
DANVILLE
IL 61832
United States
Operating Hours
CALL FOR APPOINTMENT
CALL FOR APPOINTMENT
Phone
217-442-6484
Other Offices
1

ReceiptFinancials

Total AUM
$176.1M
Accounts
319
Discretionary
$176M
Accounts
318
Non-Discretionary
$124.6K
Accounts
1

ContactClients

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Individual Clients
55
AUM
$15.7M
HNW Individual Clients
56
AUM
$153.6M
Charitable Organization Clients
1
AUM
$6.9M
Investment Advisor Clients
1
AUM
$0

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ILIN

HandshakeAffiliates

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

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