The Mcbride Group, LLC
The Mcbride Group, LLC (CRD# 150179) is a financial advisory firm headquartered in Petaluma, CA. They manage $27,500,000 in 195 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts195ACCOUNTS
Average Account Value$141,026
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
James McBride (CRD# 2108632) is an Investment Advisor Representative working at The Mcbride Group, LLC in Petaluma, CA and has over 27 years of experience in the finance industry. James McBride has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.