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Douglas A. Mcclennen IA

Douglas A. Mcclennen IA. CRD 142602

Douglas A. Mcclennen IA logo

CRD: 142602

Douglas A. Mcclennen IA

Harwich, MA
5082372316
www.the-wise-investor.com
$78.2M Total AUM
$75.0M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
TD Ameritrade ยท Vanguard
Clients
Retail
Platforms
FoundationHarbor prime +more
Established Date
04-05-2007
Office Locations
1

Office Locations

-- East Harwich MA

About Douglas A. Mcclennen IA

The Wise Investor (Douglas A. McClennen I.A.) is a fee-only, independent RIA serving retail investors. The firm helps clients manage existing portfolios and build allocations aligned to risk tolerance, with an emphasis on downside-risk navigation and timely market guidance. Research includes individual stocks and bonds, but recommendations generally center on low-cost ETFs and mutual funds. Founder-led, single-advisor practice; custody includes Vanguard and TD Ameritrade.

Team overview

-- AVG AGE
$78.2M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
19.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age

Insights

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Asset Classes

Zenith ember Prime momentum Prime unison Value Crest Wave alpha Frontier Vertex Timber ember

Custodian

Meridian Prime Foundation atlas Delta pioneer Oak ridge Unison insight Vertex ember Matrix frontier Eagle

Fund Managers

Meridian

Investment Themes

Insight insight Matrix Peak ridge Matrix pioneer Legacy Alpha momentum

Investment Vehicles

Vertex Wave

Services

Matrix

Technology

Glacier Pathway Oak Foundation

Owner & Executives

D

DOUGLAS ADAMS MCCLENNEN

Chief Compliance Officer, Owner

CRD
#5263610
Ownership
75% or more
(457) 846-7174
frontier.value@radialcapital.com
in linkedin.com/in/bridge-optima

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-17-2011
Category Assets AVG. Account size
Discretionary $75,000,000 $1,263,158
Non-Discretionary $3,200,000 $1,583,333
Total $78,200,000 $1,306,818

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Separately Managed Accounts

Total SMA Asset: $78,200,000

$78.2M Total SMA
Equity - Exchange:
14.6%
U.S. Government/Agency:
18.6%
Cash:
6.2%
Corporate - Investment Grade:
16.5%
Corporate - Non-Investment Grade:
7.1%
Municipal Bonds:
15.4%
Sovereign Bonds:
21.6%
Asset class Assets Assets %
Equity - Exchange $395,445,684 14.6%
U.S. Government/Agency $503,786,967 18.6%
Cash $167,928,989 6.2%
Corporate - Investment Grade $446,907,794 16.5%
Corporate - Non-Investment Grade $192,305,778 7.1%
Municipal Bonds $417,113,941 15.4%
Sovereign Bonds $585,042,929 21.6%
Total $2,708,532,082 100.0%

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