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Building 2MCKINLEY CARTER WEALTH SERVICES, INC.

Map pinWHEELING, WV
Phone304-230-2400
NotebookSEC #801-64584
Total AUM
$2.3B
Employees
32
Clients
1,282

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2100 MARKET STREET
WHEELING
WV 26003
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
304-230-2400
Other Offices
4

ReceiptFinancials

Total AUM
$2.3B
Accounts
3,994
Discretionary
$2.2B
Accounts
3,827
Non-Discretionary
$65.5M
Accounts
167

ContactClients

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Individual Clients
572
AUM
$208.1M
HNW Individual Clients
659
AUM
$2B
Pension/Profit Sharing Plan Clients
2
AUM
$8.5M
Charitable Organization Clients
38
AUM
$74.5M
Government Entity Clients
1
AUM
$1M
Corporation or Business Clients
10
AUM
$30.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACODCFLGAILINKYLAMAMDMIMONCNHNJNYOHPASCTNTXVAWAWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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