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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| McAdam LLC
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| CRD # | 170914 |
| SEC # | 801-79583 |
| CIK # | 1695490 |
| AUM | $600.0 MM (100% Disc, 100% US, 2020-03-17) |
| Employees | 140 (88% Investors, 36% Brokers) |
| Phone | 888-614-5323 |
| Address | 1880 John F Kennedy Boulevard Philadelphia, PA 19103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Issuer | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SCHX | 29.6 | ||
| FNDX | 29.5 | ||
| SCHZ | 21.0 | ||
| SCHG | 20.4 | ||
| SCHF | 16.7 | ||
| MDYG | 13.6 | ||
| RSP | 10.8 | ||
| FNDE | 9.9 | ||
| MDYV | 8.5 | ||
| SCHC | 7.8 | ||
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rittenhouse Advisors Inc
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|
PA | 0.6 |
|
Cutter and Company Brokerage Inc
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|
MO | 0.6 |
|
Crewe Advisors LLC
✚
|
UT | 0.6 |
|
KMG Fiduciary Partners LLC
✚
|
OH | 0.6 |
|
Kirkpatrick Pettis Smith Polian Inc
✚
|
NE | 0.6 |
|
Cardinal Investment Company Inc
✚
|
TX | 0.6 |
|
Carnick & Kubik LLC
✚
|
CO | 0.6 |
|
Stewardship Financial Advisors LLC
✚
|
GA | 0.6 |
|
P J Schmidt Investment Management Inc
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|
WI | 0.6 |
|
Quadrant Capital Management LLC
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|
NJ | 0.6 |