The Mcbride Group
The Mcbride Group (CRD# 150179) is a financial advisory firm headquartered in Petaluma, CA. They manage $59,186,560 in 238 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management59MILLION
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Total Number of Accounts238ACCOUNTS
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Average Account Value$248,683
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at The Mcbride Group
1
James McBride (CRD# 2108632) is an Investment Advisor Representative working at The Mcbride Group in Petaluma, CA and has over 33 years of experience in the finance industry.
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