Maclean Capital Advisors, LLC
Maclean Capital Advisors, LLC (CRD# 156978) is a financial advisory firm headquartered in Indian Wells, CA. They manage $161,414,404 in 149 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management161MILLION
-
Total Number of Accounts149ACCOUNTS
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Average Account Value$1,083,318
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Maclean Capital Advisors, LLC
1
Brette Maclean (CRD# 5470794) is an Investment Advisor Representative working at Maclean Capital Advisors, LLC in Indian Wells, CA and has over 16 years of experience in the finance industry.
2
Christian Maclean (CRD# 4326300) is an Investment Advisor Representative working at Maclean Capital Advisors, LLC in Indian Wells, CA and has over 23 years of experience in the finance industry.
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