Mccarthy Asset Management, Inc.

Mccarthy Asset Management, Inc. (CRD# 118285) is a financial advisory firm headquartered in Redwood Shores, CA. They manage $214,143,927 in 653 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    653
    ACCOUNTS
  • Average Account Value
    $327,939
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NE, VT

Financial Advisors at Mccarthy Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Lauree J. Markham-Murphy
CRD#: 5384438
3 Lagoon Drive, Suite 155, Redwood Shores, CA 94065
96
Wealthminder
score

Lauree Markham-Murphy (CRD# 5384438) is an Investment Advisor Representative working at Mccarthy Asset Management, Inc. in Redwood Shores, CA and has over 9 years of experience in the finance industry. Lauree Markham-Murphy 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.

2
Stephen P. McCarthy
CRD#: 1542963
3 Lagoon Drive, Suite 155, Redwood Shores, CA 94065
90
Wealthminder
score

Stephen McCarthy (CRD# 1542963) is an Investment Advisor Representative working at Mccarthy Asset Management, Inc. in Redwood Shores, CA and has 1 year of experience in the finance industry. Stephen McCarthy 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.

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