Mcinerney Investment Advisors
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 146524
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Mcinerney Investment Advisors is a small, Florida-based corporate advisory firm run by an individual owner. The firm provides financial planning and acts as a capital allocator, including the selection of third‑party advisers to implement portions of client programs. Its fee arrangements include hourly and fixed fees along with other custom fee structures. The firm does not identify as an active ESG investor and is registered only in Florida rather than operating across multiple states. It is not positioned as a pension consultant or a related adviser.
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
Contacts
3 of 4
John Mcinerney
President, Cco & Managing MemberCRD 5492616
Patricia Mostafa
Manager - Annuity ServicesCRD 7510486
Justin King
Investment Advisor RepresentativeCRD 8008098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Orlando, FL
Orange
Location
Orlando, FL
Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 200 E Robinson St
- Time zone
- ET (UTC-5)
- Office locations
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