Mcclure Private Wealth, LLC
RIASEC Registered
Total AUM
$202K
Discretionary
$202K
100% of AUM
Avg account
$202K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 338317
- Website
- www.mcclureprivatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mcclure Private Wealth, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. It also lists accounting as a business activity. Compensation is primarily by a percentage of assets under management and by hourly charges. The firm is not identified as a capital allocator, pension consultant, multi-state adviser, or an active ESG investor.
Assets & Accounts
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 Funds61%
- Cash & Cash Equivalents26%
- Exchange Traded Equities13%
Contacts
1 of 1
Evan McClure
Managing MemberCRD 8148015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations