Mclean Financial Planning And Investment Management
Mclean Financial Planning And Investment Management (CRD# 170717) is a financial advisory firm headquartered in Mentor, OH. They manage $12,924,850 in 77 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Mclean Financial Planning And Investment Management
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts77ACCOUNTS
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Average Account Value$167,855
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Mclean Financial Planning And Investment Management
1
Marc McLean (CRD# 5783478) is an Investment Advisor Representative working at Mclean Financial Planning And Investment Management in Mentor, OH and has over 13 years of experience in the finance industry.
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