Mcadam LLC
Mcadam LLC (CRD# 170914) is a financial advisory firm headquartered in Philadelphia, PA. They manage $1,255,471,408 in 7,779 accounts and serve the financial needs of clients across 41 states (or territories).
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Total Assets Under Management1,255MILLION
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Total Number of Accounts7,779ACCOUNTS
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Average Account Value$161,392
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Ian Helmus (CRD# 7050482) is an Investment Advisor Representative working at Mcadam LLC in Boston, MA and has over 4 years of experience in the finance industry.
Jeffrey Heminitz (CRD# 6933447) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.
Gregory Hughes (CRD# 6090493) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 10 years of experience in the finance industry.
Marc Instrum (CRD# 6199845) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 9 years of experience in the finance industry.
Nash Klinger (CRD# 7030895) is an Investment Advisor Representative working at Mcadam LLC in Boston, MA and has over 4 years of experience in the finance industry.
Kristen Koonce (CRD# 6183310) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 9 years of experience in the finance industry. Kristen Koonce 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.
Patrick Lawler (CRD# 5943951) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 10 years of experience in the finance industry.
John Macaulay (CRD# 6610675) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 7 years of experience in the finance industry. John Macaulay 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.
Joseph Macdonald (CRD# 6686707) is an Investment Advisor Representative working at Mcadam LLC in Boston, MA and has over 6 years of experience in the finance industry.
