George McKelvey Co LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

George McKelvey Co LLC ✚
CRD #	2733
SEC #	801-15425
CIK #
AUM
Employees	15 (60% Investors, 0% Brokers)
Phone	732-449-5323
Address	2410 State Highway 34 Manasquan, NJ 08736
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	449	146.2
(b) Individuals (high net worth individuals)	217	770.6
(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	12	81.0
(h) Charitable organizations	13	18.2
(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	0	31.7
(n) Other	0	0.0
Total	1,606	1,047.8
By Discretionary
Discretionary	1,580	1,014.6
Non-Discretionary	26	33.2
Total	1,606	1,047.8
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1,047.8
Total	1,606	1,047.8

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