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| Keyboard |
| McDermott Investment Advisors LLC
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|---|---|
| CRD # | 132221 |
| SEC # | 801-79404 |
| CIK # | |
| AUM | 203.3 M (2026-03-24) |
| Employees | 10 (100% Investors, 50% Brokers) |
| Phone | 610-882-1460 |
| Address | 780 Fifth Avenue South Naples, FL 34102 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 138 | 39.6 |
| (b) Individuals (high net worth individuals) | 480 | 163.7 |
| (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 | 619 | 203.3 |
| By Discretionary | ||
| Discretionary | 228 | 169.6 |
| Non-Discretionary | 391 | 33.7 |
| Total | 619 | 203.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 203.3 | |
| Total | 619 | 203.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Alianza Corp Investment Advisor
✚
|
FL | 204.1 M |
|
Merkkuri Wealth Advisors LLC
✚
|
NY | 204.1 M |
|
Springwater Wealth Management LLC
✚
|
OR | 203.9 M |
|
Lightsquare Wealth Management LLC
✚
|
MI | 203.5 M |
|
WJ Financial Advisors LLC
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|
CT | 203.4 M |
|
Ball & Company Wealth Management Inc
✚
|
203.1 M | |
|
CFM Advisors Inc
✚
|
NY | 202.7 M |
|
Wernau Asset Management Inc
✚
|
MA | 202.6 M |
|
Keenan LLC
✚
|
MA | 202.5 M |
|
Hansen & Associates Financial Group Inc
✚
|
CA | 202.4 M |