Mclean Asset Management Corp.
Mclean Asset Management Corp. (CRD# 108067) is a financial advisory firm headquartered in Tysons, VA. They manage $749,379,462 in 1,380 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management749MILLION
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Total Number of Accounts1,380ACCOUNTS
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Average Account Value$543,029
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
Catrina Rastonis (CRD# 5881183) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Hooksett, NH and has over 13 years of experience in the finance industry.
Jason Rizkallah (CRD# 5179827) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has over 17 years of experience in the finance industry.
Lauren Squeglia (CRD# 5120829) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Bedford, NH and has over 17 years of experience in the finance industry.
Dean Umemoto (CRD# 708206) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has over 43 years of experience in the finance industry.
Jessica Wunder (CRD# 4529546) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has over 20 years of experience in the finance industry.
Claudia Bruce (CRD# 7852288) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Tysons, VA and has 1 year of experience in the finance industry.
Jonathan Marcellino (CRD# 7325326) is an Investment Advisor Representative working at Mclean Asset Management Corp. in Arlington, VA and has 1 year of experience in the finance industry.