MCCARTHY WEALTH & TAX ADVISORS
Tel: 937-748-4765 115 South Main Street Springboro, Ohio 45066
About MCCARTHY WEALTH & TAX ADVISORS
MCCARTHY WEALTH & TAX ADVISORS is a Springboro, Ohio based financial advisory firm with nearly $152,999,341 in assets under management and provides investment advisory services for 813 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
135875
Firm SEC#:
801-130395
Assets Under Management:
$152,999,341
No. of Clients:
813
No. of Advisors:
4
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Selection for other advisors
Fee Structure:
A percentage of AUM
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