MCILRATH & ECK, LLC
Firm details
- Headquarters
- ARLINGTON, Washington
- CRD number
- 145252
- Registered since
- August 18, 2009
- Website
- www.mcilratheck.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.43%
- Individuals27.56%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mcilrath & Eck, LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2009. The firm focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee model combines a percentage-of-AUM schedule with fixed fees. The adviser is owner-operated, does not act as a capital allocator, and is not positioned as a pension consultant or multi-state adviser. Mcilrath & Eck was named to Forbes’ America's Top RIA Firms list in 2023.
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 Funds84%
- Exchange Traded Equities14%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 6TROY CRUTCHER
Financial PlannerCRD 5572491
JACOB BLUKIS
Financial PlannerCRD 6174319
THOR MCILRATH
Managing MemberCRD 2239577
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 394Active vs passive
$992M in ETFs
56%
$554M
41%
$437M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $71.6M | 163,962 | 7.22% |
Location
ARLINGTON, WA
SNOHOMISH
Location
ARLINGTON, WA
Headquartered in ARLINGTON, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- SNOHOMISH
- Address
- 3325 Smokey Point Dr
- Time zone
- PT (UTC-8)
- Office locations
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