MCLEAN ASSET MANAGEMENT CORP.
Firm details
- Headquarters
- TYSONS, Virginia
- CRD number
- 108067
- Registered since
- March 19, 1998
- Website
- www.mcleanam.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.72%
- Individuals11.45%
- Pension & Profit Sharing Plans7.2%
- Charitable Organizations0.63%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
McLean Asset Management Corp. is an independent, SEC-registered advisory firm organized as a corporation and owned by an individual. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and manager selection, and it also runs educational seminars and workshops. McLean charges clients through a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm signals an ESG orientation and allocates to outside managers and third-party funds as part of its implementation toolkit.
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 Funds81%
- Exchange Traded Equities13%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 3ALEJANDRO MURGUIA
CEOCRD 4773144
LAUREN SQUEGLIA
Insurance CoordinatorCRD 5120829
ELIZABETH HOLLMAN
CoordinatorCRD 6206415
Contacts
3 of 16KAREN UMEMOTO
ShareholderCRD 5877126
Claudia Bruce
Associate Financial PlannerCRD 7852288
ATHENA CHANG
Vice President, Wealth ManagerCRD 4792507
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$473M in ETFs
26%
$122M
74%
$350M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $82.4M | 741,463 | 17.43% |
Location
TYSONS, VA
FAIRFAX
Location
TYSONS, VA
Headquartered in TYSONS, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX
- Address
- 1900 Gallows Rd
- Time zone
- ET (UTC-5)
- Office locations
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