|
⚲
|
| Keyboard |
| McGowan & Co LLP
✚
|
|
|---|---|
| CRD # | 108736 |
| SEC # | 801-56326 |
| CIK # | |
| AUM | 655.6 M (2026-04-17) |
| 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) | 53 | 18.6 |
| (b) Individuals (high net worth individuals) | 187 | 637.0 |
| (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 | 240 | 655.6 |
| By Discretionary | ||
| Discretionary | 8 | 2.9 |
| Non-Discretionary | 232 | 652.8 |
| Total | 240 | 655.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 654.4 | |
| Total | 240 | 655.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 240 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Banyan Tree Advisors PVT Ltd
✚
|
663.6 M | |
|
NorthStar Asset Management Company LLC
✚
|
PA | 659.8 M |
|
Innovative Wealth Building LLC
✚
|
MD | 657.2 M |
|
RBO & Co LLC
✚
|
CA | 654.8 M |
|
Milestone Financial Associates LLC
✚
|
PA | 654.5 M |
|
Westover Capital Advisors LLC
✚
|
DE | 652.9 M |
|
Weber Asset Management Inc
✚
|
NY | 651.5 M |
|
Xcelsior Advisor Partners LLC
✚
|
650.7 M | |
|
Essex LLC
✚
|
IL | 649.3 M |
|
Act Two Investors LLC
✚
|
647.0 M |