MCGOWAN & CO LLP
Firm details
- Headquarters
- BRYN MAWR, Pennsylvania
- CRD number
- 108736
- Registered since
- April 8, 1999
- Website
- www.mcgowanco.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.16%
- Individuals2.84%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mcgowan & Co LLP is a limited liability partnership that has been SEC-registered since 1999. The firm is privately owned and focuses on providing portfolio management to individuals and small businesses, with its primary client base described as individuals and families. Its advisory fees are charged as a percentage of assets under management. The firm's regulatory filings list accounting among its business activities and industry affiliations, indicating an adviser that blends investment oversight with accounting-related services. According to available data, Mcgowan & Co does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities66%
- Investment Grade Corp Bonds23%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents4%
Contacts
3 of 3BRENDAN MCGOWAN
Co-Founder & PartnerCRD 4395628
BRIAN MCGOWAN
Co-Founder and PartnerCRD 4395625
BRIAN MCGOWAN
Co-FounderCRD 4395637
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BRYN MAWR, PA
DELAWARE
Location
BRYN MAWR, PA
Headquartered in BRYN MAWR, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- DELAWARE
- Address
- 937 Glenbrook Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
NEWBRIDGE WEALTH MANAGEMENT
RIABRYN MAWR, PA
SORA INVESTORS
RIABRYN MAWR, PA
DAKOTA INVESTMENTS, LLC
RIABRYN MAWR, PA
OAR FINANCIAL
RIABRYN MAWR, PA
RENAISSANCE ADVISORY GROUP
RIABRYN MAWR, PA
ATAIROS MANAGEMENT, L.P.
RIABRYN MAWR, PA