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Building 2THE MCBRIDE GROUP, LLC

Map pinPETALUMA, CA
Phone707-658-4433
NotebookSEC #801-70147
Total AUM
$9.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
755 BAYWOOD DRIVE
SECOND FLOOR
PETALUMA
CA 94954
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
707-658-4433

ReceiptFinancials

Total AUM
$9.9M
Accounts
38
Discretionary
$0
Accounts
0
Non-Discretionary
$9.9M
Accounts
38

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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