M
CRD: 333853
MC Investments & Advisory LLC
Burlingame, CA, 94010
4159098802
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-05-2024
- Office Locations
- 1
Office Locations
1633 Bayshore HWY Suite 222 Burlingame CA
About MC Investments & Advisory LLC
MC Investments & Advisory LLC is a Burlingame-based RIA. The firm has been operating for 1 years. Managing $4.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Accredited Investors
Wave
Asset Classes
Eagle matrix Bridge Optima matrix
Investment Themes
Foundation Quantum crest
Investment Vehicles
Pioneer
Services
Beacon Element atlas Vertex Fusion frontier Harbor Vertex
Owner & Executives
Y
YU MING CHEN
Chief Compliance Officer, Managing Member
- CRD
- #8007583
- Ownership
- 75% or more
(532) 264-2175
pathway.horizon@harborcapital.com
in linkedin.com/in/glacier-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,043,704 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,043,704 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,043,704
Equity - Exchange:
72.0% Public Funds:
28.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,859,108,145 | 72.0% |
| Public Funds | $2,278,542,057 | 28.0% |
| Total | $8,137,650,202 | 100.0% |