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
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts105ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Mccann Investment Management LLC
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.