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MCALLISTER CAPITAL MANAGEMENT
1907 Dunbarton Drive
Suite E
Jackson, Mississippi 39216
Tel: 601-362-1000
About MCALLISTER CAPITAL MANAGEMENT
MCALLISTER CAPITAL MANAGEMENT, formally registered with the SEC as MCALLISTER CAPITAL MANAGEMENT. The firm was established in 03/08/2019. They have over 1 offices throughout the country.
MCALLISTER CAPITAL MANAGEMENT is a Jackson, Mississippi based Financial Planning firm with nearly $260,842,817 assets under management, offering retirement planning & investment advisory services to 193 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115613 |
| SEC# | 801-114794 |
| Assets Managed by Firm | $260,842,817 |
| No. of Clients | 193 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 193 | $260,842,817 |
| Individuals (other than high net worth individuals) | 106 | $86,387,255 |
| High net worth individuals | 87 | $174,455,562 |
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