|
⚲
|
| Early McClintic & McMillan LLC
✚
| |
|---|---|
| CRD # | 288427 |
| SEC # | 801-110886 |
| CIK # | |
| AUM | $504.8 MM (2024-03-29) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 281-491-5260 |
| Address | 4800 Sugar Grove Blvd Stafford, TX 77477 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 561 | 200.9 |
| (b) Individuals (high net worth individuals) | 48 | 295.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 8.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 615 | 504.8 |
| By Discretionary | ||
| Discretionary | 426 | 304.0 |
| Non-Discretionary | 189 | 200.7 |
| Total | 615 | 504.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 504.8 | |
| Total | 615 | 504.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Core Wealth Advisors Inc
✚
|
FL | 0.5 |
|
High Note Wealth LLC
✚
|
MN | 0.5 |
|
Autumn Glory Partners LLC
✚
|
TX | 0.5 |
|
Southland Equity Partners LLC
✚
|
MO | 0.5 |
|
Astoria Portfolio Advisors LLC
✚
|
NY | 0.5 |
|
Hubbell Strickland Wealth Management LLC
✚
|
LA | 0.5 |
|
PASI Investments LLC
✚
|
CT | 0.5 |
|
Davidson Capital Management Inc
✚
|
TX | 0.5 |
|
Gerber LLC
✚
|
OH | 0.5 |
|
Harrell Investment Partners LLC
✚
|
TX | 0.5 |