Mccann Investment Management LLC

Mccann Investment Management LLC (CRD# 315149) is a financial advisory firm headquartered in Lodi, CA. They manage $8,405,379 in 105 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
214 W. Lockeford Street, Suite 9, Lodi, CA 95240
https://www.johngmccann.com/looking-for-mam-2
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $80,051
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mccann Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
John McCann, financial advisor Lodi CA
John G. McCann
CRD#: 2479613
214 W. Lockeford Street, Suite 9, Lodi, CA 95240

John McCann (CRD# 2479613) is an Investment Advisor Representative working at Mccann Investment Management LLC in Lodi, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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