Mccarthy Asset Management, Inc.
Mccarthy Asset Management, Inc. (CRD# 118285) is a financial advisory firm headquartered in Redwood Shores, CA. They manage $366,197,561 in 732 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Mccarthy Asset Management, Inc.
By the Numbers
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Total Assets Under Management366MILLION
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Total Number of Accounts732ACCOUNTS
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Average Account Value$500,270
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, NE, NV, TX
Financial Advisors at Mccarthy Asset Management, Inc.
1
Stephen McCarthy (CRD# 1542963) is an Investment Advisor Representative working at Mccarthy Asset Management, Inc. in Redwood Shores, CA and has 1 year of experience in the finance industry.
2
Ryan McCarthy (CRD# 7342714) is an Investment Advisor Representative working at Mccarthy Asset Management, Inc. in Redwood Shores, CA and has 1 year of experience in the finance industry.
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