Be advised. This firm is no longer registered.

Mcgill Advisors, Inc.

Mcgill Advisors, Inc. (CRD# 111093) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,170,156,321 in 3,826 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,170
    MILLION
  • Total Number of Accounts
    3,826
    ACCOUNTS
  • Average Account Value
    $305,843
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
  • 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.

AK, AL, CA, CO, FL, GA, IL, IN, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Mcgill Advisors, Inc.
No Advisor Found.
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