Mcclain Value Management, LLC
Firm details
- Headquarters
- New Canaan, Connecticut
- CRD number
- 114074
- Registered since
- May 4, 2006
- Website
- mcclainvalue.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI59.07%
- Charitable Organizations40.85%
- Individuals0.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mcclain Value Management, LLC is an independent, Connecticut-registered investment adviser organized as an LLC and owned by an individual. The firm provides discretionary portfolio management for individuals, small businesses and institutional/business clients, with a client focus on individuals and families. Its fee model is primarily asset-based (percentage of AUM) supplemented by other fee arrangements. The firm does not identify as an active ESG investor and is not structured as a multi-state or related adviser.
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
- Exchange Traded Equities82%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds6%
Contacts
1 of 1Phillip Mcclain
Managing PartnerCRD 4430439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New Canaan, CT
Fairfield
Location
New Canaan, CT
Headquartered in New Canaan, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 125 Elm St
- Time zone
- ET (UTC-5)
- Office locations
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