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Building 2MCCARTHY GROUP ASSET MANAGEMENT

Map pinOMAHA, NE
Phone402-393-1497
NotebookSEC #801-31565
Total AUM
$1.3B
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1125 SOUTH 103RD ST #450
OMAHA
NE 68124
USA
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
402-393-1497

ReceiptFinancials

Total AUM
$1.3B
Accounts
88
Discretionary
$1.1B
Accounts
85
Non-Discretionary
$151.5M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIANETX

HandshakeAffiliates

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

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