Mccullough & Associates LLC

Mccullough & Associates LLC (CRD# 133794) is a financial advisory firm headquartered in Mill Valley, CA. They manage $95,201,329 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $1,464,636
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

Financial Advisors at Mccullough & Associates LLC
Showing 1 - 4 of 4 top financial advisors.
1
Maryann F. Harrison
CRD#: 4873023
100 Shoreline Highway #b, Suite 380, Mill Valley, CA 94941
93
Wealthminder
score

Maryann Harrison (CRD# 4873023) is an Investment Advisor Representative working at Mccullough & Associates LLC in Mill Valley, CA and has over 11 years of experience in the finance industry.

2
Peter R. Ward
CRD#: 458854
100 Shoreline Highway #b, Suite 380, Mill Valley, CA 94941
93
Wealthminder
score

Peter Ward (CRD# 458854) is an Investment Advisor Representative working at Mccullough & Associates LLC in Mill Valley, CA and has over 17 years of experience in the finance industry.

3
George T. Glisker
CRD#: 223147
100 Shoreline Highway #b, Suite 380, Mill Valley, CA 94941
73
Wealthminder
score

George Glisker (CRD# 223147) is an Investment Advisor Representative working at Mccullough & Associates LLC in Mill Valley, CA and has over 17 years of experience in the finance industry.

4
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 25 years of experience in the finance industry.

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