MCN Investment Management Co

RIASEC Registered
Total AUM
$89.8M
Discretionary
$89.8M
100% of AUM
Avg account
$551K
Accounts
163
Employees
1
Advisory reps
1

Firm details

Headquarters
Troy, Michigan
CRD number
336515
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI51.45%
  • Individuals48.55%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

MCN Investment Management Co. is a privately owned corporation that operates as a non‑independent retail RIA serving individual and family clients. The firm charges a percentage‑of‑AUM fee and lists portfolio management for individuals and small businesses among its advisory activities; it also identifies pension consulting services on its activity list while not holding a pension‑consultant designation. MCN does not market itself as an active ESG investor, is not a multistate adviser, and is not a capital allocator. The firm maintains an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 64%, Public Funds/Mutual Funds 20%, US Government Bonds 5%, Cash & Cash Equivalents 5%, State & Local Bonds 3%, Investment Grade Corp Bonds 3%64%
  • Non-Exchange Traded Equities64%
  • Public Funds/Mutual Funds20%
  • US Government Bonds5%
  • Cash & Cash Equivalents5%
  • State & Local Bonds3%

Contacts

1 of 1
  • Michael Nummer

    President & OwnerCRD 2398110

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Troy, MI

Oakland

Location

Troy, MI

Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
3250 W Big Beaver Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth