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Building 2MCDERMOTT ADVISORY GROUP, LLC

Map pinWILMINGTON, DE
Phone302-778-5677
NotebookSEC #801-79723
Total AUM
$148.2M
Employees
3
Clients
220

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3520 SILVERSIDE ROAD
STE 25
WILMINGTON
DE 19810
United States
Operating Hours
9:00A.M.-4:30P.M.
Monday - Friday
Phone
302-778-5677

ReceiptFinancials

Total AUM
$148.2M
Accounts
351
Discretionary
$132.9M
Accounts
340
Non-Discretionary
$15.3M
Accounts
11

ContactClients

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Individual Clients
172
AUM
$40M
HNW Individual Clients
41
AUM
$92.4M
Pension/Profit Sharing Plan Clients
7
AUM
$15.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DEMDNJPA

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

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