Mccullough & Associates LLC

Mccullough & Associates LLC (CRD# 133794) is a financial advisory firm headquartered in Mill Valley, CA. They manage $79,178,864 in 79 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $1,002,264
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, TX

Financial Advisors at Mccullough & Associates LLC
Showing 1 - 2 of 2 top financial advisors.
1
Maryann F. Harrison
CRD#: 4873023
101 California Street, Suite 3260, San Francisco, CA 94111
93
Wealthminder
score

Maryann Harrison (CRD# 4873023) is an Investment Advisor Representative working at Mccullough & Associates LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

2
Leon A. Wiatrak
CRD#: 1664444
100 Shoreline Highway #b, Suite 380, Mill Valley, CA 94941
73
Wealthminder
score

Leon Wiatrak (CRD# 1664444) is an Investment Advisor Representative working at Mccullough & Associates LLC in Mill Valley, CA and has over 23 years of experience in the finance industry.

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