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
Aaron Swenson (CRD# 7003848) is an Investment Advisor Representative working at Mcadam LLC in Boston, MA and has over 5 years of experience in the finance industry.
Jason Thompson (CRD# 5834123) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 13 years of experience in the finance industry.
David Tierney (CRD# 6354710) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 9 years of experience in the finance industry.
James Trevouledes (CRD# 7006747) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.
Jeffrey Van Siclen (CRD# 6075974) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 11 years of experience in the finance industry.
Adrian Vaughn (CRD# 6364607) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 9 years of experience in the finance industry.
Jacob Waldman (CRD# 6205396) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 10 years of experience in the finance industry.
Kevin Walsh (CRD# 5144979) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 15 years of experience in the finance industry.
Jason Watson (CRD# 4414439) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 21 years of experience in the finance industry.
Austin Whittington (CRD# 6810222) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.