K
CRD: 291342
Kevin P. Mcguan, LLC
Long Beach, CA
5622566079
$25.0M Total AUM
$25.0M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-08-2018
- Office Locations
- 1
Office Locations
-- Long Beach CA
About Kevin P. Mcguan, LLC
Kevin P. Mcguan, LLC is a Long Beach-based RIA. The firm has been operating for 8 years. Managing $25.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance, Portfolio Construction, Retirement Plans.
Team overview
-- AVG AGE
$25.0M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Foundation optima Unison matrix
Client Personas
Meridian
Investment Vehicles
Foundation bridge
Services
Pioneer Unison Vital Legacy
Owner & Executives
K
KEVIN PATRICK MCGUAN
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #1686788
- Ownership
- 75% or more
(233) 604-3443
unison.pioneer@vectorcapital.com
in linkedin.com/in/prime-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,000,000
Equity - Exchange:
20.2% Public Funds:
41.8% Cash:
15.8% U.S. Government/Agency:
22.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,677,047,834 | 20.2% |
| Public Funds | $3,470,326,706 | 41.8% |
| Cash | $1,311,750,286 | 15.8% |
| U.S. Government/Agency | $1,843,092,173 | 22.2% |
| Total | $8,302,216,999 | 100.0% |