Mclean Capital Management

Mclean Capital Management (CRD# 139060) is a financial advisory firm headquartered in , . They manage $3,363,059 in 7 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $480,437
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Mclean Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
William McLean, financial advisor Sarasota FL
William R. McLean
CRD#: 801753
Sarasota, FL

William McLean (CRD# 801753) is an Investment Advisor Representative working at Mclean Capital Management in Sarasota, FL and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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