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MCDERMOTT INVESTMENT ADVISORS, LLC
NAPLES, FL
(610) 882-1460
SEC #801-79404Total AUM
$203.3M
Employees
10Clients
618Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
780 FIFTH AVENUE SOUTH
SUITE 200
NAPLES
FL 34102
United States
SUITE 200
NAPLES
FL 34102
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
(610) 882-1460
Other Offices
7
Financials
Total AUM
$203.3M
Accounts
619Discretionary
$169.6M
Accounts
228Non-Discretionary
$33.7M
Accounts
391
Clients
Individual Clients
138AUM
$39.6M
HNW Individual Clients
480AUM
$163.7M
Services
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.
Compliance
Disclosures
Court Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAFLGAMDMENHNJNYPASCTXUTVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.