1900 Gallows Road
Suite 350
Tysons, Virginia 22182
Tel: 703-827-0636
MCLEAN ASSET MANAGEMENT CORP, formally registered with the SEC as MCLEAN ASSET MANAGEMENT CORP. The firm was established in 03/19/1998. They have over 5 offices throughout the country.
MCLEAN ASSET MANAGEMENT CORP. is a Tysons, Virginia based Financial Planning firm with nearly $819,201,980 assets under management, offering retirement planning & investment advisory services to 1435 clients. The firm is staffed with 26 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 108067 |
SEC# | 801-55363 |
Assets Managed by Firm | $819,201,980 |
No. of Clients | 1435 |
No. of Advisors | 26 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1435 | $819,201,980 |
Individuals (other than high net worth individuals) | 233 | $96,658,195 |
High net worth individuals | 246 | $644,523,997 |
Pension and profit sharing plans | 21 | $72,855,052 |
Charitable organizations | 5 | $5,117,715 |
Corporations or other businesses | 1 | $47,021 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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