McBride Financial Advisors LLC

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Assets, Funds, Holdings

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McBride Financial Advisors LLC
CRD #114843
SEC #801-117894
CIK #
AUM $151.0 MM (2024-03-12)
Employees 1 (100% Investors, 0% Brokers)
Phone206-223-0561
Address15207 28th Ave SW
Seattle, WA 98166
Source [IAPD] [Website]
Total AUM ($MM)
16012896643202001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 43 29.0
(b) Individuals (high net worth individuals) 53 122.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 518 151.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 518 151.0
Total 518 151.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 151.0
Total 518 151.0
Comparable Firms State AUM ($BB)
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ID 0.2
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CA 0.2
Opus Financial Solutions LLC
IL 0.2
Eagle Investment Advisors LLC
PA 0.2
Steeloaks Investment Advisers Inc
WV 0.2
Fortune 45 LLC
LA 0.2
Silverpeak Wealth Advisors LLC
CO 0.2
GK Wealth Management LLC
GA 0.2
Robert Priske LLC
HI 0.2
Larimer Capital Corp
CO 0.2
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