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Home > Retirement Planners > texas > stafford > EARLY MCCLINTIC & MCMILLAN, LLC
EARLY MCCLINTIC & MCMILLAN, LLC
4800 Sugar Grove Blvd.
Suite 100
Stafford, Texas 77477
Tel: 281-491-5260
About EARLY MCCLINTIC & MCMILLAN, LLC
EARLY MCCLINTIC & MCMILLAN, LLC, formally registered with the SEC as EARLY MCCLINTIC & MCMILLAN, LLC. The firm was established in 08/10/2017. They have over 1 offices throughout the country.
EARLY MCCLINTIC & MCMILLAN, LLC is a Stafford, Texas based Financial Planning firm with nearly $504,757,275 assets under management, offering retirement planning & investment advisory services to 615 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288427 |
| SEC# | 801-110886 |
| Assets Managed by Firm | $504,757,275 |
| No. of Clients | 615 |
| 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
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 615 | $504,757,275 |
| Individuals (other than high net worth individuals) | 561 | $200,890,949 |
| High net worth individuals | 48 | $295,099,817 |
| Charitable organizations | 5 | $8,323,113 |
| Corporations or other businesses | 1 | $443,396 |
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