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Building 2MCCARTHY ASSET MANAGEMENT, INC.

Map pinREDWOOD SHORES, CA
Phone(650) 610-9540
NotebookSEC #801-60897
Total AUM
$422.4M
Employees
4
Clients
218

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 LAGOON DRIVE, SUITE 155
REDWOOD SHORES
CA 94065
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(650) 610-9540

ReceiptFinancials

Total AUM
$422.4M
Accounts
832
Discretionary
$422.4M
Accounts
832
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$45.8M
HNW Individual Clients
169
AUM
$376.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANENVTX

HandshakeAffiliates

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

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