The Mcbride Group

The Mcbride Group (CRD# 150179) is a financial advisory firm headquartered in Petaluma, CA. They manage $51,987,787 in 100 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $519,878
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at The Mcbride Group
Showing 1 - 1 of 1 top financial advisors.
1
James A. McBride
CRD#: 2108632
755 Baywood Drive, Second Floor, Petaluma, CA 94954

James McBride (CRD# 2108632) is an Investment Advisor Representative working at The Mcbride Group in Petaluma, CA and has over 33 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.