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| McLean Asset Management Corporation
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| |
|---|---|
| CRD # | 108067 |
| SEC # | 801-55363 |
| CIK # | 0001833140 |
| AUM | $749.4 MM (2024-02-29) |
| Employees | 26 (65% Investors, 0% Brokers) |
| Phone | 703-827-0636 |
| Address | 1900 Gallows Road Tysons, VA 22182 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 12.2 | |
| MSFT | 1,918,222.4 | 6.2 | |
| FSLR | 7,221.1 | 3.2 | |
| NVDA | 399,550.0 | 2.6 | |
| AMZN | 1,092,997.8 | 1.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 235 | 69.2 |
| (b) Individuals (high net worth individuals) | 244 | 608.2 |
| (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 | 19 | 68.3 |
| (h) Charitable organizations | 4 | 3.7 |
| (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 | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,380 | 749.4 |
| By Discretionary | ||
| Discretionary | 1,349 | 737.9 |
| Non-Discretionary | 31 | 11.5 |
| Total | 1,380 | 749.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 749.4 | |
| Total | 1,380 | 749.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001833140] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Flaharty Asset Management LLC
✚
|
FL | 0.8 |
|
Impact Partnership Wealth LLC
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|
GA | 0.8 |
|
Lineweaver Wealth Advisors LLC
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|
OH | 0.8 |
|
Sikich Capital Management LLC
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|
IL | 0.7 |
|
Fiduciary Experts LLC
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|
CA | 0.7 |
|
Benjamin F Edwards Wealth Management LLC
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|
MO | 0.7 |
|
KFG Wealth Management LLC
✚
|
IN | 0.7 |
|
Fountainhead AM LLC
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|
NJ | 0.7 |
|
Veery Capital LLC
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|
DE | 0.7 |
|
Hanson & Doremus Investment Management
✚
|
VT | 0.7 |