$48.4M Total AUM
$48.4M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
22 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-07-2004
- Office Locations
- 1
Office Locations
-- Littleton MA
About Macneil Capital Management
Macneil Capital Management is a Littleton-based RIA. The firm has been operating for 22 years. Managing $48.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
54 AVG AGE
$48.4M AVG AUM / ADVISOR
$732.7K AVG AUM / CLIENT
22.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Insight delta Summit
Custodian
Eagle
Investment Themes
Capital
Investment Vehicles
Prime
Services
Bridge Vital Focus Timber Peak
Owner & Executives
GLEN RICHARD MACNEIL
Analyst, President
- CRD
- #2733388
- Ownership
- 75% or more
(304) 573-1838
catalyst.wave@catalystcapital.com
in linkedin.com/in/matrix-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,359,689 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,359,689 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,359,689
Equity - Exchange:
19.2% Public Funds:
26.2% Cash:
54.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $151,329,326 | 19.2% |
| Public Funds | $206,501,476 | 26.2% |
| Cash | $430,342,771 | 54.6% |
| Total | $788,173,573 | 100.0% |