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McGowan & Co LLP
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CRD # | 108736 |
SEC # | 801-56326 |
CIK # | |
AUM | $485.0 MM (2024-03-26) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 610-520-2400 |
Address | 937 Glenbrook Ave Bryn Mawr, PA 19010 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
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 |