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Building 2MCDERMOTT INVESTMENT ADVISORS, LLC

Map pin
Phone866-905-7375
NotebookSEC #801-67195
Total AUM
$50.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
866-905-7375

ReceiptFinancials

Total AUM
$50.8M
Accounts
169
Discretionary
$48.6M
Accounts
143
Non-Discretionary
$2.2M
Accounts
26

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARE IN A FEE CHARGED BY THIRD PARTY ADVISER.

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Violation Finding
State Registrations
FLNJNYPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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