McGowan & Co LLP

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Assets, Funds, Holdings

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McGowan & Co LLP
CRD #108736
SEC #801-56326
CIK #
AUM $485.0 MM (2024-03-26)
Employees 3 (100% Investors, 0% Brokers)
Phone610-520-2400
Address937 Glenbrook Ave
Bryn Mawr, PA 19010
Source [IAPD] [Website]
Total AUM ($MM)
50040030020010002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 70 26.2
(b) Individuals (high net worth individuals) 166 458.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 236 485.0
By Discretionary
Discretionary 7 3.0
Non-Discretionary 229 482.0
Total 236 485.0
By Non-United States Persons
Non-United States Persons 1.0
United States Persons 484.0
Total 236 485.0
Comparable Firms State AUM ($BB)
Lighthouse Financial LLC
FL 0.5
Dumont & Blake Investment Advisors LLC
NJ 0.5
Benin Management Corp
CT 0.5
Caldwell Sutter Capital Inc
CA 0.5
Northwest Financial Services Inc
IN 0.5
Meridian Investment Counsel Inc
CA 0.5
ZRC Wealth Management LLC
CA 0.5
Evernest Financial Advisors
IN 0.5
Meritas Wealth Management LLC
CA 0.5
Tortuga Advisers LLC
CA 0.5
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