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CS MCKEE
2000 Ericsson Drive
Suite 100
Warrendale, Pennsylvania 15086
Tel: 412-566-1234
About CS MCKEE
CS MCKEE, formally registered with the SEC as CS MCKEE. The firm was established in 11/15/2019. They have over 1 offices throughout the country.
CS MCKEE is a Warrendale, Pennsylvania based Financial Planning firm with nearly $7,529,716,971 assets under management, offering retirement planning & investment advisory services to 257 clients. The firm is staffed with 35 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306128 |
| SEC# | 801-117641 |
| Assets Managed by Firm | $7,529,716,971 |
| No. of Clients | 257 |
| No. of Advisors | 35 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (UMA MODEL)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 257 | $7,529,716,971 |
| Pension and profit sharing plans | 50 | $701,781,877 |
| Charitable organizations | 25 | $325,740,641 |
| Corporations or other businesses | 20 | $554,012,113 |
More Retirement Planning firms in Warrendale, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $333,066,527,268 | 804462 | 2107 | |
| $194,796,322,013 | 93301 | 411 |
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