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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Maclean Capital Advisors LLC
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| CRD # | 156978 |
| SEC # | 801-121021 |
| CIK # | |
| AUM | $201.4 M (2025-02-10) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 760-636-4593 |
| Address | 74900 US Highway 111 Indian Wells, CA 92210 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 18.7 |
| (b) Individuals (high net worth individuals) | 75 | 168.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 14.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 388 | 201.4 |
| By Discretionary | ||
| Discretionary | 388 | 201.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 388 | 201.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.4 | |
| Total | 388 | 201.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Values First Advisors Inc
✚
|
TN | 0.2 |
|
Blueprint Financial Advisors LLC
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NC | 0.2 |
|
Central Pine Capital LLC
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NY | 0.2 |
|
Wedgewood Investors Inc
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PA | 0.2 |
|
HBE Wealth Management LLC
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NE | 0.2 |
|
Heritage Financial Counselors LLC
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|
NJ | 0.2 |
|
MRP Capital Investments LLC
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|
GA | 0.2 |
|
Walleye Partners LLC
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|
0.2 | |
|
The RUDD Company LLC
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|
TX | 0.2 |
|
Cedar Point Capital Partners LLC
✚
|
IA | 0.2 |