Mcdevitt & Bird Investment Management Co
RIAState Registered
Total AUM
$8.9M
Discretionary
$8.9M
100% of AUM
Avg account
$634K
Accounts
14
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 109920
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI58.11%
- Individuals41.89%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mcdevitt & Bird Investment Management Co. is an independent, sole-proprietorship RIA run by an individual adviser that provides portfolio management for individuals, families and small businesses. The firm bills clients through a mix of percentage-of-assets and fixed fees. Its reported practice does not position itself as an ESG-focused investor. Services are directed at individual and family clients rather than institutional pension consulting or capital allocation on behalf of outside asset managers.
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 Equities56%
- Cash & Cash Equivalents12%
- State & Local Bonds10%
- Investment Grade Corp Bonds10%
- Non-Exchange Traded Equities6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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