Mcnally Financial Services Corporation

Mcnally Financial Services Corporation (CRD# 121196) is a financial advisory firm headquartered in San Antonio, TX. They manage $22,984,466 in 145 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
16414 San Pedro, Suite 930, San Antonio, TX 78232
http://www.mcnallyfinancial.com
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $158,514
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NC, NV, TX

Financial Advisors at Mcnally Financial Services Corporation
No Advisor Found.

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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