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MCLEAN ASSET MANAGEMENT CORP.

1900 Gallows Road
Suite 350
Tysons, Virginia 22182
Tel: 703-827-0636

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About MCLEAN ASSET MANAGEMENT CORP.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#108067
SEC#801-55363
Assets Managed by Firm$819,201,980
No. of Clients1435
No. of Advisors26

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1435$819,201,980
Individuals (other than high net worth individuals)233$96,658,195
High net worth individuals246$644,523,997
Pension and profit sharing plans21$72,855,052
Charitable organizations5$5,117,715
Corporations or other businesses1$47,021

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