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
Employees 1 (100% Investors, 0% Brokers)
Phone206-223-0561
Address
Source [IAPD] [Website]
Total AUM ($M)
170136102683402000200820172026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 93 144.0
(b) Individuals (high net worth individuals) 5 26.0
(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 498 170.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 498 170.0
Total 498 170.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 170.0
Total 498 170.0
Firm Profile (Form ADV)
ServesInstitutional, Retail
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