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Building 2MCKINLEY FINANCIAL

Map pinBROOKVILLE, PA
Phone814-849-8586
NotebookSEC #801-136353
Total AUM
$117.2M
Employees
4
Clients
249

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
273 MAIN STREET
BROOKVILLE
PA 15825
United States
Operating Hours
9:00 AM- 5:00 PM
Monday - Friday
Phone
814-849-8586

ReceiptFinancials

Total AUM
$117.2M
Accounts
488
Discretionary
$117.2M
Accounts
488
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
174
AUM
$31.8M
HNW Individual Clients
63
AUM
$81.7M
Pension/Profit Sharing Plan Clients
5
AUM
$1.2M
Charitable Organization Clients
3
AUM
$378.6K
Corporation or Business Clients
4
AUM
$2.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYPA

HandshakeAffiliates

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

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