Mccuen & Co Inc.

Mccuen & Co Inc. (CRD# 107305) is a financial advisory firm headquartered in San Diego, CA. They manage $262,802,356 in 131 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $2,006,125
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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

Financial Advisors at Mccuen & Co Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daniel J. Reed
CRD#: 4331891
530 B Street, Suite 1430, San Diego, CA 92101
87
Wealthminder
score

Daniel Reed (CRD# 4331891) is an Investment Advisor Representative working at Mccuen & Co Inc. in San Diego, CA and has 1 year of experience in the finance industry.

2
Michael R. Whitehurst
CRD#: 4331884
530 B Street, Suite 1430, San Diego, CA 92101
87
Wealthminder
score

Michael Whitehurst (CRD# 4331884) is an Investment Advisor Representative working at Mccuen & Co Inc. in San Diego, CA and has 1 year of experience in the finance industry.

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