Mcinroy & Wood Limited

RIASEC RegisteredEst. 2021

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$2.2M

Accounts

1,120

Employees

Advisory reps

Firm details

Headquarters: Haddington East Lothian,
CRD number: 316199
Registered since: December 6, 2021
Website: www.mcinroy-wood.co.uk
Custodians: PERSHING SECURITIES LTD
Fee structure: Percentage of AUM
Client types: Individuals51.7%
Pooled Investment Vehicles42.21%
Charitable Organizations5.18%
Pension & Profit Sharing Plans0.91%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mcinroy & Wood Limited is a corporation that specializes in portfolio management for both individual clients and pooled investment vehicles. Established in 2021, the firm focuses on providing tailored investment strategies and has a client base that includes individuals, families, and institutional investors. The firm operates under a fee structure based on a percentage of assets under management (AUM) and is recognized as an active investor in environmental, social, and governance (ESG) initiatives. Mcinroy & Wood Limited does not classify itself as a capital allocator and is not affiliated with any pension consulting services.