MCN Investment Management Co
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
FINTRXOverview
MCN Investment Management Co. is a privately owned, corporation-structured registered investment adviser operating as a non-independent retail RIA. The firm serves individual and family clients, charging fees as a percentage of assets under management and focusing its advisory work on portfolio management for individuals and small businesses while also offering pension consulting services. MCN is not flagged as an active ESG investor and is not characterized as a multi-state adviser. The firm reports an affiliation with an insurance company.
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
- Non-Exchange Traded Equities64%
- Public Funds/Mutual Funds20%
- US Government Bonds5%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
Contacts
1 of 1Michael Nummer
President & OwnerCRD 2398110
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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