Mcnary Investments

Mcnary Investments (CRD# 119663) is a financial advisory firm headquartered in Castle Rock, CO. They manage $14,600,000 in 36 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $405,556
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 businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO

Financial Advisors at Mcnary Investments
Showing 1 - 1 of 1 top financial advisors.
1
Mark P. McNary
CRD#: 4514759
7914 Saxeborough Dr, Castle Rock, CO 80108
93
Wealthminder
score

Mark McNary (CRD# 4514759) is an Investment Advisor Representative working at Mcnary Investments in Castle Rock, CO and has over 14 years of experience in the finance industry.

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