James G. Mcclellan Cpa

James G. Mcclellan Cpa (CRD# 114230) is a financial advisory firm headquartered in Sugar Land, TX. They manage $27,600,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $2,300,000
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at James G. Mcclellan Cpa
Showing 1 - 1 of 1 top financial advisors.
1
James G. McClellan
CRD#: 2835069
12926 Dairy Ashford Rd, Suite 100, Sugar Land, TX 77478

James McClellan (CRD# 2835069) is an Investment Advisor Representative working at James G. Mcclellan Cpa in Sugar Land, TX and has over 27 years of experience in the finance industry.

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