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| McBride Financial Advisors LLC
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|
|
|---|---|
| CRD # | 114843 |
| SEC # | 801-117894 |
| CIK # | |
| AUM | $132.0 MM (2023-03-14) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 206-223-0561 |
| Address | 15207 28th Ave SW Seattle, WA 98166 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 25.0 |
| (b) Individuals (high net worth individuals) | 51 | 107.0 |
| (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 | 523 | 132.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 523 | 132.0 |
| Total | 523 | 132.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.0 | |
| Total | 523 | 132.0 |
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|---|---|---|
|
Gunn & Company Investment Management Inc
✚
|
FL | 0.1 |
|
Beacon Capital LLC
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IA | 0.1 |
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|
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0.1 | |
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Winning Points Advisors LLC
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|
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