Mc2 Financial Advisers, Inc.
Mc2 Financial Advisers, Inc. (CRD# 116309) is a financial advisory firm headquartered in Newtown Square, PA. They manage $63,652,194 in 62 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management64MILLION
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Total Number of Accounts62ACCOUNTS
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Average Account Value$1,026,648
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Mc2 Financial Advisers, Inc.
1
Francis McCullough (CRD# 2937905) is an Investment Advisor Representative working at Mc2 Financial Advisers, Inc. in Newtown Square, PA and has over 26 years of experience in the finance industry.
2
Robert McCullough (CRD# 5448042) is an Investment Advisor Representative working at Mc2 Financial Advisers, Inc. in Newtown Square, PA and has 1 year of experience in the finance industry.
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