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Building 2MCCUEN & CO INC

Map pinSAN DIEGO, CA
Phone619-239-3034
NotebookSEC #801-9157
Total AUM
$290.8M
Employees
2
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 B STREET
SUITE 1400
SAN DIEGO
CA 92101
United States
Operating Hours
8 AM TO 4:30 PM
Monday - Friday
Phone
619-239-3034

ReceiptFinancials

Total AUM
$290.8M
Accounts
91
Discretionary
$126.1M
Accounts
36
Non-Discretionary
$164.8M
Accounts
55

ContactClients

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Individual Clients
32
AUM
$7.6M
HNW Individual Clients
58
AUM
$283.2M
Other Clients
1
AUM
$1.9K
Description of Other Clients
COMPANY ACCOUNT

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
BUSINESS APPRAISAL SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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