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Building 2GEORGE MCKELVEY CO., LLC

Map pinMANASQUAN, NJ
Phone732-449-5323
NotebookSEC #801-15425
Total AUM
$1B
Employees
15
Clients
692

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2410 STATE HIGHWAY 34
MANASQUAN
NJ 08736
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
732-449-5323

ReceiptFinancials

Total AUM
$1B
Accounts
1,606
Discretionary
$1B
Accounts
1,580
Non-Discretionary
$33.2M
Accounts
26

ContactClients

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Individual Clients
449
AUM
$146.2M
HNW Individual Clients
217
AUM
$770.6M
Pension/Profit Sharing Plan Clients
12
AUM
$81M
Charitable Organization Clients
13
AUM
$18.2M
Corporation or Business Clients
1
AUM
$31.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
MISCELLANEOUS ADMINISTRATIVE FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLGAKYLAMAMDNCNHNJNYPASCTXVA

HandshakeAffiliates

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

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