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Building 2MCLEAN ASSET MANAGEMENT CORP.

Map pinTYSONS, VA
Phone703-827-0636
NotebookSEC #801-55363
Total AUM
$993.9M
Employees
26
Clients
512

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1900 GALLOWS ROAD
SUITE 350
TYSONS
VA 22182
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
703-827-0636
Other Offices
4

ReceiptFinancials

Total AUM
$993.9M
Accounts
1,504
Discretionary
$985M
Accounts
1,497
Non-Discretionary
$9M
Accounts
7

ContactClients

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Individual Clients
228
AUM
$113.8M
HNW Individual Clients
258
AUM
$802.3M
Pension/Profit Sharing Plan Clients
21
AUM
$71.6M
Charitable Organization Clients
4
AUM
$6.2M
Corporation or Business Clients
1
AUM
$73.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLGAILMAMDNCNENHNJNYOHPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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