MCDERMOTT INVESTMENT ADVISORS, LLC

780 Fifth Avenue South
Suite 200
Naples, Florida 34102
Tel: (610) 882-1460

About MCDERMOTT INVESTMENT ADVISORS, LLC

MCDERMOTT INVESTMENT ADVISORS, LLC, formally registered with the SEC as MCDERMOTT INVESTMENT ADVISORS, LLC. The firm was established in 04/04/2014. They have over 7 offices throughout the country.

MCDERMOTT INVESTMENT ADVISORS, LLC is a Naples, Florida based Financial Planning firm with nearly $227,622,339 assets under management, offering retirement planning & investment advisory services to 701 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132221
SEC#	801-79404
Assets Managed by Firm	$227,622,339
No. of Clients	701
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Commission Based
Other (SHARE IN A FEE CHARGED BY THIRD PARTY ADVISER.)

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	701	$227,622,339
Individuals (other than high net worth individuals)	153	$50,053,135
High net worth individuals	548	$177,569,204

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