Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > delray beach > MACLENDON WEALTH MANAGEMENT, LLC
MACLENDON WEALTH MANAGEMENT, LLC
137 Nw 1st Avenue
Delray Beach, Florida 33444
Tel: (561) 293-3520
About MACLENDON WEALTH MANAGEMENT, LLC
MACLENDON WEALTH MANAGEMENT, LLC, formally registered with the SEC as MACLENDON WEALTH MANAGEMENT, LLC. The firm was established in 06/07/2011. They have over 2 offices throughout the country.
MACLENDON WEALTH MANAGEMENT, LLC is a Delray Beach, Florida based Financial Planning firm with nearly $123,170,058 assets under management, offering retirement planning & investment advisory services to 123 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157819 |
| SEC# | 801-72376 |
| Assets Managed by Firm | $123,170,058 |
| No. of Clients | 123 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 123 | $123,170,058 |
| Individuals (other than high net worth individuals) | 9 | $4,325,848 |
| High net worth individuals | 20 | $117,699,756 |
| Charitable organizations | 1 | $1,701 |
| Corporations or other businesses | 2 | $1,142,753 |
More Retirement Planning firms in Delray Beach, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
| $344,868,106,925 | 1030208 | 6727 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
Explore More Retirement Advisors in Delray Beach, Florida