Mcadam LLC
Mcadam LLC (CRD# 170914) is a financial advisory firm headquartered in Philadelphia, PA. They manage $1,739,052,473 in 8,964 accounts and serve the financial needs of clients across 42 states (or territories).
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Total Assets Under Management1,739MILLION
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Total Number of Accounts8,964ACCOUNTS
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Average Account Value$194,004
- 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, KS, 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 Philadelphia, PA and has over 5 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 6 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 11 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 10 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 5 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 10 years of experience in the finance industry.
Patrick Lawler (CRD# 5943951) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 11 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 8 years of experience in the finance industry.
Louis Mantush (CRD# 6676490) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 7 years of experience in the finance industry.