McKinley Carter Wealth Services Inc


Assets, Funds, Holdings

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McKinley Carter Wealth Services Inc
CRD #135184
SEC #801-64584
CIK #1484265
AUM $1.3 BB (64% Disc, 99% US, 2020-03-26)
Employees37 (57% Investors, 0% Brokers)
Address2100 Market Street
Wheeling, WV 26003
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
IWB 58.7
IYG 13.9
IVV 13.2
IJR 12.4
MTUM 9.0
AAPL 1,372,810.0 6.5
FBT 5.9
IWF 5.5
IWM 4.7
IJH 4.5
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Winthrop Advisory Group LLC
MA 1.3
Locke Capital Management Inc
RI 1.3
Institutional and Family Asset Management LLC
CO 1.3
Pillar Pacific Capital Management LLC
CA 1.3
Lee Danner & Bass Inc
TN 1.3
Bergankdv Wealth Management LLC
MN 1.3
Nottingham Advisors Inc
NY 1.3
Foundation Resource Management Inc
AR 1.3
Fiduciary Management Associates Inc
IL 1.3
Ironview Capital Management LLC
PA 1.3
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