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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| McGowan & Co LLP
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| CRD # | 108736 |
| SEC # | 801-56326 |
| CIK # | |
| AUM | $575.4 M (2025-03-17) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 610-520-2400 |
| Address | 937 Glenbrook Ave Bryn Mawr, PA 19010 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 19.7 |
| (b) Individuals (high net worth individuals) | 179 | 555.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 238 | 575.4 |
| By Discretionary | ||
| Discretionary | 8 | 3.1 |
| Non-Discretionary | 230 | 572.3 |
| Total | 238 | 575.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 574.2 | |
| Total | 238 | 575.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Elevation Wealth Partners LLC
✚
|
CA | 0.6 |
|
Encompass More Asset Management LLC
✚
|
CA | 0.6 |
|
ACT Two Investors LLC
✚
|
0.6 | |
|
The H Group Inc
✚
|
OR | 0.6 |
|
Murphy Pohlad Asset Management LLC
✚
|
MN | 0.6 |
|
Old Peak Finance LLC
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|
NC | 0.6 |
|
TCFG Investment Advisors LLC
✚
|
CA | 0.6 |
|
Woodward Financial Advisors Inc
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|
NC | 0.6 |
|
HFR Wealth Management LLC
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|
0.6 | |
|
Caldwell Sutter Capital Inc
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|
CA | 0.6 |