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MCGOWAN & CO LLP
937 Glenbrook Ave
Bryn Mawr, Pennsylvania 19010
Tel: 610-520-2400
About MCGOWAN & CO LLP
MCGOWAN & CO LLP, formally registered with the SEC as MCGOWAN & CO LLP. The firm was established in 04/08/1999. They have over 1 offices throughout the country.
MCGOWAN & CO LLP is a Bryn Mawr, Pennsylvania based Financial Planning firm with nearly $485,010,799 assets under management, offering retirement planning & investment advisory services to 236 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108736 |
| SEC# | 801-56326 |
| Assets Managed by Firm | $485,010,799 |
| No. of Clients | 236 |
| 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 | 236 | $485,010,799 |
| Individuals (other than high net worth individuals) | 70 | $26,174,195 |
| High net worth individuals | 166 | $458,836,604 |
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