The Mcbride Group
The Mcbride Group (CRD# 150179) is a financial advisory firm headquartered in Petaluma, CA. They manage $59,186,560 in 238 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management59MILLION
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Total Number of Accounts238ACCOUNTS
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Average Account Value$248,683
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at The Mcbride Group
1
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.
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