This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Folio Investments ยท Security Benefit
- Clients
- Retail and Institutional
- Platforms
- ZenithEagle
- Established Date
- 04-09-2020
- Office Locations
- 1
Office Locations
About Maclura Investments
Maclura Investments is an investment advisory firm that builds customized portfolios in-house, with clients working directly with the individual making the investment decisions. Its research-driven process focuses on companies benefiting from long-term secular trends and market disruptors, organizing stocks into four growth categories to match differing risk profiles and objectives. The firm publishes regular quarterly market insights.
Team overview
Insights
CRM
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CLAY ERIC BRETHOUR
Chief Compliance Officer, Managing Member, President
- CRD
- #2293332
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,464,807 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,464,807 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $15,464,807
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,746,099,704 | 40.1% |
| Cash | $2,608,263,647 | 59.9% |
| Total | $4,354,363,351 | 100.0% |