Mccauley Investment Advisory, LLC
Mccauley Investment Advisory, LLC (CRD# 166035) is a financial advisory firm headquartered in , . They manage $74,500,000 in 69 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Mccauley Investment Advisory, LLC
By the Numbers
-
Total Assets Under Management75MILLION
-
Total Number of Accounts69ACCOUNTS
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Average Account Value$1,079,710
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, NM, TX
Financial Advisors at Mccauley Investment Advisory, LLC
1
Thomas Cook (CRD# 1002206) is an Investment Advisor Representative working at Mccauley Investment Advisory, LLC in Show Low, AZ and has over 34 years of experience in the finance industry.
2
Michael Cook (CRD# 2549417) is an Investment Advisor Representative working at Mccauley Investment Advisory, LLC in Chandler, AZ and has over 27 years of experience in the finance industry.
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