6910 Miami Ave.
Cincinnati, Ohio 45243
Tel: 513-792-9990
MCCARLEY & COOK FINANCIAL PLANNERS, formally registered with the SEC as MCCARLEY & COOK FINANCIAL PLANNERS. The firm was established in 06/21/2022. They have over 1 offices throughout the country.
MCCARLEY & COOK FINANCIAL PLANNERS is a Cincinnati, Ohio based Financial Planning firm with nearly $121,305,062 assets under management, offering retirement planning & investment advisory services to 458 clients. The firm is staffed with 2 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310087 |
| SEC# | 801-125903 |
| Assets Managed by Firm | $121,305,062 |
| No. of Clients | 458 |
| No. of Advisors | 2 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 458 | $121,305,062 |
| Individuals (other than high net worth individuals) | 106 | $34,292,713 |
| High net worth individuals | 39 | $85,402,471 |
| Pension and profit sharing plans | 1 | $1,609,878 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
Explore More Retirement Advisors in Cincinnati, Ohio