George Mckelvey Company, LLC
George Mckelvey Company, LLC (CRD# 2733) is a financial advisory firm headquartered in Manasquan, NJ. They manage $1,047,805,019 in 1,606 accounts and serve the financial needs of clients across 17 states (or territories).
Current Firm Details
George Mckelvey Company, LLC
By the Numbers
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Total Assets Under Management1,048MILLION
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Total Number of Accounts1,606ACCOUNTS
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Average Account Value$652,432
Compensation Options
- A percentage of assets under your management
- Other
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.
CA, CT, DC, FL, GA, KY, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA
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