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).
Current Firm Details
James G. Mcclellan Cpa
By the Numbers
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Total Assets Under Management28MILLION
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Total Number of Accounts12ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at James G. Mcclellan Cpa
1
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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