Mc2 Financial Advisers, Inc.
Mc2 Financial Advisers, Inc. (CRD# 116309) is a financial advisory firm headquartered in Newtown Square, PA. They manage $63,652,194 in 62 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management64MILLION
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Total Number of Accounts62ACCOUNTS
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Average Account Value$1,026,648
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Mc2 Financial Advisers, Inc.
1
Francis McCullough (CRD# 2937905) is an Investment Advisor Representative working at Mc2 Financial Advisers, Inc. in Newtown Square, PA and has over 26 years of experience in the finance industry.
2
Robert McCullough (CRD# 5448042) is an Investment Advisor Representative working at Mc2 Financial Advisers, Inc. in Newtown Square, PA and has 1 year of experience in the finance industry.
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