MCNARON GROUP, INC.
Firm details
- Headquarters
- ANNISTON, Alabama
- CRD number
- 122580
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.34%
- Individuals32.66%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
McNaron Group, Inc. is a small, privately owned corporate RIA that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and manages client relationships on a discretionary basis. It does not identify as an active ESG investor, is not registered as a multi-state adviser in the data provided, and does not position itself as a capital allocator or pension consultant.
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
- Exchange Traded Equities93%
- Cash & Cash Equivalents6%
- Other1%
Contacts
2 of 2THOMAS MCNARON
PresidentCRD 2251413
Padric Lee
Financial RepresentativeCRD 7700633
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ANNISTON, AL
CALHOUN
Location
ANNISTON, AL
Headquartered in ANNISTON, AL, in the South of the United States.
- Region
- South
- County
- CALHOUN
- Address
- 1005 Noble St
- Time zone
- CT (UTC-6)
- Office locations
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