|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| John T McCarthy LLC
✚
|
|
|---|---|
| CRD # | 119933 |
| SEC # | 801-119291 |
| CIK # | |
| AUM | $57.8 M (2025-07-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 941-292-9999 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 22.6 |
| (b) Individuals (high net worth individuals) | 12 | 35.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 172 | 57.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 172 | 57.8 |
| Total | 172 | 57.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 57.8 | |
| Total | 172 | 57.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Parlin Advisors LLC
✚
|
NY | 0.1 |
|
Minerva Wealth Advisory LLC
✚
|
NY | 0.1 |
|
Rochester Investments Inc
✚
|
NY | 0.1 |
|
Maureen A Whelan
✚
|
NY | 0.1 |
|
GPS Financial LLC
✚
|
NY | 0.1 |
|
GA Pincus Funds LLC
✚
|
0.1 | |
|
Shope Financial Planning Inc
✚
|
NY | 0.1 |
|
Saperston Legacy Advisors Inc
✚
|
NY | 0.1 |
|
Wealthunite Advisors LLC
✚
|
NY | 0.1 |
|
Prince Financial Advisory LLC
✚
|
NY | 0.1 |