McDermott Investment Advisors LLC

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Assets, Funds, Holdings

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McDermott Investment Advisors LLC
CRD #132221
SEC #801-79404
CIK #
AUM $227.6 MM (2024-07-25)
Employees 13 (100% Investors, 46% Brokers)
Phone610-882-1460
Address780 Fifth Avenue South
Naples, FL 34102
Source [IAPD] [Website]
Total AUM ($MM)
2502001501005002005201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 153 50.1
(b) Individuals (high net worth individuals) 548 177.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 701 227.6
By Discretionary
Discretionary 317 188.4
Non-Discretionary 384 39.2
Total 701 227.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 227.6
Total 701 227.6
Comparable Firms State AUM ($BB)
Alamar Capital Management LLC
CA 0.2
Hilton Head Capital Partners LLC
SC 0.2
Lantern Wealth Advisors LLC
NY 0.2
Farrow Financial Inc
VT 0.2
Silvia McColl Wealth Management LLC
CA 0.2
Atlantic Wealth Partners LLC
FL 0.2
E Batoff & Co Inc
FL 0.2
Willow Grove Advisors LLC
CA 0.2
Griffin Family Partners LLC
TN 0.2
Switchpoint Financial Planning LLC
UT 0.2
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