|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| McLean Asset Management Corporation
✚
|
|
|---|---|
| CRD # | 108067 |
| SEC # | 801-55363 |
| CIK # | 0001833140 |
| AUM | $819.2 M (2025-03-31) |
| Employees | 26 (65% Investors, 0% Brokers) |
| Phone | 703-827-0636 |
| Address | 1900 Gallows Road Tysons, VA 22182 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.0 | ||
| Nvidia Corp | 7.5 | ||
| Microsoft Corp | 6.6 | ||
| Maplebear Inc | 2.4 | ||
| Amazon Com Inc | 2.3 | ||
| J P Morgan Chase & Co | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 96.7 |
| (b) Individuals (high net worth individuals) | 246 | 644.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 72.9 |
| (h) Charitable organizations | 5 | 5.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,435 | 819.2 |
| By Discretionary | ||
| Discretionary | 1,429 | 811.5 |
| Non-Discretionary | 6 | 7.7 |
| Total | 1,435 | 819.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 819.2 | |
| Total | 1,435 | 819.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001833140] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Riskbridge Advisors LLC
✚
|
CT | 0.8 |
|
Intelligence Driven Advisers LLC
✚
|
CA | 0.8 |
|
Castlekeep Investment Advisors LLC
✚
|
CT | 0.8 |
|
Vestia Advisors LLC
✚
|
IN | 0.8 |
|
KMH Wealth Management LLC
✚
|
TX | 0.8 |
|
McRae Capital Management Inc
✚
|
NJ | 0.8 |
|
Prevail Innovative Wealth Advisors LLC
✚
|
KS | 0.8 |
|
Clayton Financial Services Inc
✚
|
KS | 0.8 |
|
Tufton Capital Management LLC
✚
|
MD | 0.8 |
|
Flaharty Asset Management LLC
✚
|
FL | 0.8 |