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 a privately owned corporate advisor and independent broker-dealer that has been registered with the SEC since 2002. The firm combines broker-dealer and insurance brokerage activities with advisory work that focuses on financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its clientele includes individual and family investors as well as some institutional relationships. Fee arrangements are blended—percentage of assets under management, hourly charges and fixed fees are all part of its billing mix. The firm is identified as a capital allocator and is not listed as an active ESG investor; its ADV filing indicates it is not a multi-state adviser.