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MCCAY WEALTH ADVISORY LLC
624 N Woodland Street
Manchester, Tennessee 37355
Tel: 931-728-2130
About MCCAY WEALTH ADVISORY LLC
MCCAY WEALTH ADVISORY LLC, formally registered with the SEC as MCCAY WEALTH ADVISORY LLC. The firm was established in 09/24/2018. They have over 2 offices throughout the country.
MCCAY WEALTH ADVISORY LLC is a Manchester, Tennessee based Financial Planning firm with nearly $384,634,902 assets under management, offering retirement planning & investment advisory services to 2356 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286503 |
| SEC# | 801-114039 |
| Assets Managed by Firm | $384,634,902 |
| No. of Clients | 2356 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2356 | $384,634,902 |
| Individuals (other than high net worth individuals) | 408 | $89,261,977 |
| High net worth individuals | 288 | $254,030,942 |
| Charitable organizations | 6 | $36,371,078 |
| Corporations or other businesses | 5 | $4,970,905 |
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|---|---|---|---|
| $651,482,000,000 | 62140 | 4565 | |
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