|
⚲
|
| Early McClintic & McMillan LLC
✚
|
|
|---|---|
| CRD # | 288427 |
| SEC # | 801-110886 |
| CIK # | |
| AUM | $456.3 MM (2023-03-31) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 281-491-5260 |
| Address | 4800 Sugar Grove Blvd Stafford, TX 77477 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 474 | 174.5 |
| (b) Individuals (high net worth individuals) | 45 | 265.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.3 |
| (h) Charitable organizations | 5 | 6.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 526 | 448.6 |
| By Discretionary | ||
| Discretionary | 332 | 264.3 |
| Non-Discretionary | 194 | 184.3 |
| Total | 526 | 448.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 448.6 | |
| Total | 526 | 448.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealthcare Investment Partners LLC
✚
|
RI | 0.5 |
|
Kozak & Tripp Private Asset Management Inc
✚
|
CO | 0.5 |
|
Gradient Capital Advisors LLC
✚
|
CA | 0.5 |
|
Fractal Investments LLC
✚
|
CT | 0.5 |
|
CPA Asset Management Group LLC
✚
|
FL | 0.5 |
|
Kesler Norman & Wride LLC
✚
|
UT | 0.5 |
|
NBW Capital LLC
✚
|
MA | 0.5 |
|
Perennial Advisors LLC
✚
|
NY | 0.5 |
|
HC Advisors LLC
✚
|
GA | 0.5 |
|
Hurlow Wealth Management Group Inc
✚
|
IN | 0.5 |