MACLEAN CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2021

Total AUM

$222M

Discretionary

$222M

100% of AUM

Avg account

$565K

Accounts

393

Employees

Advisory reps

Firm details

Headquarters: INDIAN WELLS, California
CRD number: 156978
Registered since: April 28, 2021
Website: www.macleancapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.1%
Individuals14.44%
Pension & Profit Sharing Plans2.81%
Charitable Organizations0.64%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Maclean Capital Advisors, LLC is an independent registered investment adviser that lists individual ownership and focuses on wealth management for individuals, families and select institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not a multi-state adviser or a capital allocator; it appears to operate as a traditional advisory practice rather than running third-party private funds.