J
$34.4M Total AUM
$34.4M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-1997
- Office Locations
- 1
Office Locations
12926 Dairy Ashford RD Suite 100 Sugar Land TX
About James G. Mcclellan CPA
James G. Mcclellan CPA is a Sugar Land-based RIA. The firm has been operating for 29 years. Managing $34.4M in total assets under management, They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
67 AVG AGE
-- AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
12.4 yrs AVG TENURE
1 Employees
0 Advisory Reps
0 RIA Reps
29yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES GILBERT MCCLELLAN
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- CRD
- #2835069
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,391,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,391,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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