Mclean Asset Management Corp.

Mclean Asset Management Corp. (CRD# 108067) is a financial advisory firm headquartered in Mclean, VA. They manage $783,984,059 in 2,214 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    784
    MILLION
  • Total Number of Accounts
    2,214
    ACCOUNTS
  • Average Account Value
    $354,103
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA

Financial Advisors at Mclean Asset Management Corp.
Showing 1 - 10 of 16 top financial advisors.
1
Athena Chang
CRD#: 4792507
8200 Greensboro Drive, Suite 1150, Mclean, VA 22102
96
Wealthminder
score

Athena Chang (CRD# 4792507) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Mclean, VA and has over 13 years of experience in the finance industry. Athena Chang 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
Robert R. Cordeau
CRD#: 3007592
264 South River Road, Bedford, NH 03110
96
Wealthminder
score

Robert Cordeau (CRD# 3007592) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Bedford, NH and has over 18 years of experience in the finance industry. Robert Cordeau 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.

3
Jason P. Dye
CRD#: 4984178
8200 Greensboro Drive, Suite 1150, Mclean, VA 22102
96
Wealthminder
score

Jason Dye (CRD# 4984178) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Mclean, VA and has over 8 years of experience in the finance industry. Jason Dye 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.

4
Robert T. French
CRD#: 5238727
8200 Greensboro Drive, Suite 1150, Mclean, VA 22102
96
Wealthminder
score

Robert French (CRD# 5238727) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Mclean, VA and has over 9 years of experience in the finance industry.

5
Paula B. Friedman
CRD#: 5439229
8200 Greensboro Drive, Suite 1150, Mclean, VA 22102
96
Wealthminder
score

Paula Friedman (CRD# 5439229) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Mclean, VA and has over 9 years of experience in the finance industry. Paula Friedman 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.

6
Joel S. Gemmell
CRD#: 5782711
8200 Greensboro Drive, Suite 1150, Mclean, VA 22102
96
Wealthminder
score

Joel Gemmell (CRD# 5782711) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Mclean, VA and has over 6 years of experience in the finance industry. Joel Gemmell 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.

7
Dong H. Hyun
CRD#: 5742043
8200 Greensboro Drive, Suite 1150, Mclean, VA 22102
96
Wealthminder
score

Dong Hyun (CRD# 5742043) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Mclean, VA and has over 6 years of experience in the finance industry.

8
Marc A. Jimenez
CRD#: 3170299
1400 16th Street, Suite 400, Denver, CO 80202
96
Wealthminder
score

Marc Jimenez (CRD# 3170299) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Denver, CO and has over 17 years of experience in the finance industry. Marc Jimenez 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.

9
Kyle A. Meyer
CRD#: 1247042
8200 Greensboro Drive, Suite 1150, Mclean, VA 22102
96
Wealthminder
score

Kyle Meyer (CRD# 1247042) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Mclean, VA and has over 30 years of experience in the finance industry. Kyle Meyer 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.

10
Robert C. Papa
CRD#: 2722903
8200 Greensboro Drive, Suite 1150, Mclean, VA 22102
96
Wealthminder
score

Robert Papa (CRD# 2722903) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Mclean, VA and has over 20 years of experience in the finance industry. Robert Papa 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.

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