Mcm Wealth

Mcm Wealth (CRD# 136075) is a financial advisory firm headquartered in Novato, CA. They manage $73,000,000 in 350 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $208,571
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mcm Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Christopher C. Gilmor
CRD#: 1701597
3 Hamilton Landing, Suite 200, Novato, CA 94949
96
Wealthminder
score

Christopher Gilmor (CRD# 1701597) is an Investment Advisor Representative working at Mcm Wealth in Novato, CA and has over 24 years of experience in the finance industry. Christopher Gilmor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Geoffrey A. Hakim
CRD#: 2322348
3 Hamilton Landing, Suite 200, Novato, CA 94949
93
Wealthminder
score

Geoffrey Hakim (CRD# 2322348) is an Investment Advisor Representative working at Mcm Wealth in Novato, CA and has over 23 years of experience in the finance industry.

3
Michael A. Haas
CRD#: 5490416
3835 Cypress Drive, Suite 204, Petaluma, CA 94954
90
Wealthminder
score

Michael Haas (CRD# 5490416) is an Investment Advisor Representative working at Mcm Wealth in Petaluma, CA and has 1 year of experience in the finance industry. Michael Haas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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