Mcnally Financial Services Corporation

Overview

Mcnally Financial Services Corporation is an individually owned, independent broker-dealer that combines brokerage and insurance distribution with advisory services. The firm serves both individual and family clients as well as institutional accounts, and positions itself as a capital allocator that can select and deploy third‑party managers on behalf of clients. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm offers a mix of fee arrangements—percentage-of-AUM, hourly, and fixed-fee models—alongside brokerage and insurance product sales. It is registered to do business in California, Florida, North Carolina, Nevada and Texas. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices