Mclean Asset Management Corp.

RIASEC Registered

Total AUM

$994M

Discretionary

$985M

99% of AUM

Avg account

$661K

Accounts

1,504

Employees

Advisory reps

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

FINTRX

Overview

Mclean Asset Management Corp. is an independent, privately owned registered investment adviser that provides portfolio management and financial planning for individuals, families and institutions. The firm is registered with the SEC (initial registration year: 1998) and describes itself as a capital allocator that also offers advisory services to small businesses, pension consulting, selection of sub‑advisers, and educational workshops. Its fee schedules include percentage-of-AUM arrangements as well as hourly and fixed fees. Mclean identifies as an active ESG investor and lists affiliations with other investment advisers and an insurance company.