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Home > Retirement Planners > texas > dallas > MCGOWAN GROUP ASSET MANAGEMENT, INC.
MCGOWAN GROUP ASSET MANAGEMENT, INC.
300 Crescent Court
#1776
Dallas, Texas 75201
Tel: 214-720-4400
About MCGOWAN GROUP ASSET MANAGEMENT, INC.
MCGOWAN GROUP ASSET MANAGEMENT, INC, formally registered with the SEC as MCGOWAN GROUP ASSET MANAGEMENT, INC. The firm was established in 07/14/2010. They have over 1 offices throughout the country.
MCGOWAN GROUP ASSET MANAGEMENT, INC. is a Dallas, Texas based Financial Planning firm with nearly $837,519,195 assets under management, offering retirement planning & investment advisory services to 2001 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154127 |
| SEC# | 801-71582 |
| Assets Managed by Firm | $837,519,195 |
| No. of Clients | 2001 |
| No. of Advisors | 10 |
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 | 2001 | $837,519,195 |
| Individuals (other than high net worth individuals) | 674 | $570,797,112 |
| High net worth individuals | 22 | $221,708,244 |
| Pension and profit sharing plans | 5 | $10,438,058 |
| Charitable organizations | 12 | $16,442,157 |
| Corporations or other businesses | 5 | $18,133,624 |
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