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Home > Retirement Planners > california > indian wells > MACLEAN CAPITAL ADVISORS, LLC
MACLEAN CAPITAL ADVISORS, LLC
74900 Us Highway 111
Ste 224
Indian Wells, California 92210
Tel: 760-636-4593
About MACLEAN CAPITAL ADVISORS, LLC
MACLEAN CAPITAL ADVISORS, LLC, formally registered with the SEC as MACLEAN CAPITAL ADVISORS, LLC. The firm was established in 04/28/2021. They have over 1 offices throughout the country.
MACLEAN CAPITAL ADVISORS, LLC is a Indian Wells, California based Financial Planning firm with nearly $201,394,655 assets under management, offering retirement planning & investment advisory services to 388 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156978 |
| SEC# | 801-121021 |
| Assets Managed by Firm | $201,394,655 |
| No. of Clients | 388 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 388 | $201,394,655 |
| Individuals (other than high net worth individuals) | 84 | $18,733,905 |
| High net worth individuals | 75 | $168,605,145 |
| Pension and profit sharing plans | 7 | $14,055,605 |
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