Mcclurg Capital Corporation

Mcclurg Capital Corporation (CRD# 16798) is a financial advisory firm headquartered in San Rafael, CA. They manage $213,000,000 in 738 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    213
    MILLION
  • Total Number of Accounts
    738
    ACCOUNTS
  • Average Account Value
    $288,618
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
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

Financial Advisors at Mcclurg Capital Corporation
Showing 1 - 6 of 6 top financial advisors.
1
Kathleen A. Nemetz
CRD#: 4887008
950 Northgate Drive, Suite 301, San Rafael, CA 94903
96
Wealthminder
score

Kathleen Nemetz (CRD# 4887008) is an Investment Advisor Representative working at Mcclurg Capital Corporation in San Rafael, CA and has over 11 years of experience in the finance industry. Kathleen Nemetz 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
Timothy J. Bangert
CRD#: 1560001
950 Northgate Drive, Suite 301, San Rafael, CA 94903
93
Wealthminder
score

Timothy Bangert (CRD# 1560001) is an Investment Advisor Representative working at Mcclurg Capital Corporation in San Rafael, CA and has over 30 years of experience in the finance industry.

3
Peter D. Wood
CRD#: 1625093
250 Bel Marin Keys Blvd, Suite C-4, Novato, CA 94949
93
Wealthminder
score

Peter Wood (CRD# 1625093) is an Investment Advisor Representative working at Mcclurg Capital Corporation in Novato, CA and has over 29 years of experience in the finance industry.

4
Kevin T. Klauber
CRD#: 1247893
950 Northgate Drive, Suite 301, San Rafael, CA 94903
81
Wealthminder
score

Kevin Klauber (CRD# 1247893) is an Investment Advisor Representative working at Mcclurg Capital Corporation in San Rafael, CA and has over 24 years of experience in the finance industry.

5
David G. McClurg
CRD#: 325690
950 Northgate Drive, Suite 301, San Rafael, CA 94903
78
Wealthminder
score

David McClurg (CRD# 325690) is an Investment Advisor Representative working at Mcclurg Capital Corporation in San Rafael, CA and has over 34 years of experience in the finance industry.

6
Walton M. Logan
CRD#: 311819
950 Northgate Drive-suite 301, San Rafael, CA 94903
48
Wealthminder
score

Walton Logan (CRD# 311819) is an Investment Advisor Representative working at Mcclurg Capital Corporation in San Rafael, CA and has over 32 years of experience in the finance industry.

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