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Building 2MCCABE & ASSOCIATES, INC

Map pinMOKENA, IL
Phone708-479-7755
NotebookSEC #801-49898
Total AUM
$275.4M
Employees
5
Clients
247

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9480 ENTERPRISE DRIVE, SUITE 1
MOKENA
IL 60448-8321
United States
Operating Hours
8:00 A.M.-4:00 P.M.
Monday - Friday
Phone
708-479-7755

ReceiptFinancials

Total AUM
$275.4M
Accounts
617
Discretionary
$251.1M
Accounts
499
Non-Discretionary
$24.3M
Accounts
118

ContactClients

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Individual Clients
173
AUM
$60.1M
HNW Individual Clients
65
AUM
$204.8M
Pension/Profit Sharing Plan Clients
5
AUM
$7.6M
Charitable Organization Clients
1
AUM
$1.2M
Corporation or Business Clients
3
AUM
$1.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE FEE BASED ON THE VALUE OF RETIREMENT PLAN ASSETS

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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