MCADAM LLC
Total AUM
$2.7B
Employees
174Clients
5,552Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
150 N. RADNOR CHESTER ROAD
SUITE F-200
RADNOR
PA 19087
United States
SUITE F-200
RADNOR
PA 19087
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(888) 614-5323
Other Offices
75
Financials
Total AUM
$2.7B
Accounts
10,513Discretionary
$2.7B
Accounts
10,423Non-Discretionary
$14.6M
Accounts
90
Clients
Individual Clients
4,954AUM
$1.3B
HNW Individual Clients
584AUM
$1.3B
Pension/Profit Sharing Plan Clients
1AUM
$1.2M
Corporation or Business Clients
13AUM
$12.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.