Mcm Wealth

Mcm Wealth (CRD# 136075) is a financial advisory firm headquartered in Novato, CA. They manage $133,684,922 in 337 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
7250 Redwood Blvd, Suite 300, Novato, CA 94945
http://www.mcmwealth.com
By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    337
    ACCOUNTS
  • Average Account Value
    $396,691
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, LA, WA

Financial Advisors at Mcm Wealth
Showing 1 - 4 of 4 top financial advisors.
1
Michael Haas, financial advisor Petaluma CA
Michael A. Haas
CRD#: 5490416
3835 Cypress Drive, Suite 201, Petaluma, CA 94954

Michael Haas (CRD# 5490416) is an Investment Advisor Representative working at Mcm Wealth in Petaluma, CA and has 1 year of experience in the finance industry.

2
Geoffrey Hakim, financial advisor Novato CA
Geoffrey A. Hakim
CRD#: 2322348
3 Hamilton Landing, Suite 200, Novato, CA 94949

Geoffrey Hakim (CRD# 2322348) is an Investment Advisor Representative working at Mcm Wealth in Novato, CA and has over 28 years of experience in the finance industry.

3
Robert Hoyt, financial advisor Novato CA
Robert M. Hoyt
CRD#: 6306107
7250 Redwood Blvd, Suite 300, Novato, CA 94945

Robert Hoyt (CRD# 6306107) is an Investment Advisor Representative working at Mcm Wealth in Novato, CA and has over 9 years of experience in the finance industry.

4
Matthew Gropp, financial advisor Lakewood CO
Matthew C. Gropp
CRD#: 6302332
Lakewood, CO

Matthew Gropp (CRD# 6302332) is an Investment Advisor Representative working at Mcm Wealth in Lakewood, CO and has over 3 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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