MCCANN WEALTH STRATEGIES,INC.
Firm details
- Headquarters
- STATE COLLEGE, Pennsylvania
- CRD number
- 155646
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals84.67%
- HNWI15.33%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mccann Wealth Strategies, Inc. is an independent registered investment adviser operating as a corporation that serves individual and family clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses with brokerage-style insurance services; it is also active in selecting third-party advisers on behalf of clients. Its fee framework includes asset-based fees plus the option of hourly or fixed fees. The firm is not identified as an active ESG investor and is affiliated with the insurance industry.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities29%
- Private Funds5%
- US Government Bonds4%
- Cash & Cash Equivalents3%
Contacts
2 of 2JEFFREY MCCANN
Vice President Of TechnologyCRD 6647450
RACHEL KLINGER
PresidentCRD 4937193
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
STATE COLLEGE, PA
CENTRE
Location
STATE COLLEGE, PA
Headquartered in STATE COLLEGE, PA, anchoring the State College-DuBois, PA metro in the Northeast.
- Metro area
- State College-DuBois, PA
- Region
- Northeast
- County
- CENTRE
- Address
- 1040 Benner Pike
- Time zone
- ET (UTC-5)
- Office locations
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