Mcwilliams Asset Management Inc.
Firm details
- Headquarters
- San Marcos, California
- CRD number
- 331404
- Fee structure
- Percentage of AUM
- Client types
- Individuals57.37%
- HNWI42.63%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mcwilliams Asset Management Inc. is an individually owned advisory firm organized as a corporation that provides fee-based portfolio management. The firm serves individuals, families and small business clients as well as institutional or business accounts, and charges clients a percentage of assets under management. Its stated advisory activities center on discretionary portfolio management; it is not identified as an active ESG investor and is not designated as a multistate adviser.
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 Equities84%
- Cash & Cash Equivalents16%
Contacts
1 of 1
Todd Mcwilliams
Vice President, Equity TradingCRD 1906435
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Marcos, CA
San Diego
Location
San Marcos, CA
Headquartered in San Marcos, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 1645 Milan Way
- Time zone
- PT (UTC-8)
- Office locations
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