MCCARTHY ASSET MANAGEMENT, INC.

3 Lagoon Drive, Suite 155
Redwood Shores, California 94065
Tel: (650) 610-9540

About MCCARTHY ASSET MANAGEMENT, INC.

MCCARTHY ASSET MANAGEMENT, INC, formally registered with the SEC as MCCARTHY ASSET MANAGEMENT, INC. The firm was established in 02/01/2002. They have over 1 offices throughout the country.

MCCARTHY ASSET MANAGEMENT, INC. is a Redwood Shores, California based Financial Planning firm with nearly $366,197,561 assets under management, offering retirement planning & investment advisory services to 732 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118285
SEC#	801-60897
Assets Managed by Firm	$366,197,561
No. of Clients	732
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	732	$366,197,561
Individuals (other than high net worth individuals)	62	$36,661,630
High net worth individuals	159	$329,535,931

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