MCCARTNEY WEALTH MANAGEMENT LLC - Financial Advisor in Missouri, Saint Louis

Tel: 314-246-0595 7733 Forsyth Blvd 11th Floor Saint Louis, Missouri 63105-1878

About MCCARTNEY WEALTH MANAGEMENT LLC

MCCARTNEY WEALTH MANAGEMENT LLC is a Saint Louis, Missouri based financial advisory firm with nearly $166,382,874 in assets under management and provides investment advisory services for 390 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

154722

Firm SEC#:

801-114326

Assets Under Management:

$166,382,874

No. of Clients:

390

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Fixed fees

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