Mcnally Financial Services Corporation

Broker-DealerFINRA MemberEst. 2002

Total AUM

$27.8M

Discretionary

0% of AUM

Accounts

147

Employees

Advisory reps

Brokerage reps

Firm details

Headquarters: San Antonio, Texas
CRD number: 121196
Registered since: September 27, 2002
Website: mcnallyfinancial.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals70.04%
HNWI25.91%
Charitable Organizations2.67%
Corporations / Businesses1.37%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mcnally Financial Services Corporation is an independent broker-dealer and insurance broker that combines brokerage distribution with advisory services for individuals, families and institutional clients. The firm, formed before 2002 and owned by an individual, offers financial planning, portfolio management for individuals and small businesses, and manager selection services — indicating a hybrid model that blends direct client advisory work with third-party manager allocations. Fee arrangements span percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is listed as not being a multi-state registered adviser, despite operating across multiple states.