Mccarthy Asset Management, Inc.

Mccarthy Asset Management, Inc. (CRD# 118285) is a financial advisory firm headquartered in Redwood Shores, CA. They manage $366,197,561 in 732 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
3 Lagoon Drive, Suite 155, Redwood Shores, CA 94065
http://mamportfolios.com
By the Numbers
  • Total Assets Under Management
    366
    MILLION
  • Total Number of Accounts
    732
    ACCOUNTS
  • Average Account Value
    $500,270
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
The map below shows states where this firm has explicit registration only.

AZ, CA, NE, NV, TX

Financial Advisors at Mccarthy Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Stephen McCarthy, financial advisor Redwood Shores CA
Stephen P. McCarthy
CRD#: 1542963
3 Lagoon Drive, Suite 155, Redwood Shores, CA 94065

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.

2
Ryan McCarthy, financial advisor Redwood Shores CA
Ryan S. McCarthy
CRD#: 7342714
3 Lagoon Drive, Redwood Shores, CA 94065

Ryan McCarthy (CRD# 7342714) 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.

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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