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Building 2MCGERVEY WEALTH MANAGEMENT, LLC

Map pinNORTH CANTON, OH
Phone330-966-2100
NotebookSEC #801-70749
Total AUM
$49.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6263 FRANK AVENUE, NW
NORTH CANTON
OH 44720
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
330-966-2100

ReceiptFinancials

Total AUM
$49.7M
Accounts
352
Discretionary
$49.3M
Accounts
349
Non-Discretionary
$383.2K
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

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

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