M
CRD: 116309
MC2 Financial Advisers, Inc.
Newtown Square, PA, 19073
6103537777
$66.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
70 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-25-1998
- Office Locations
- 2
Office Locations
8 Smedley Lane Newtown Square PA
90 S Newtown ST RD STE 8 PO BOX 432 Newtown Square PA
About MC2 Financial Advisers, Inc.
MC2 Financial Advisers, Inc. is a Newtown Square-based RIA with 2 offices. The firm has been operating for 27 years. Managing $66.1M in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Vanguard. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
42 AVG AGE
$66.1M AVG AUM / ADVISOR
$944.4K AVG AUM / CLIENT
23.3 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Investment Themes
Frontier Vital
Investment Vehicles
Ridge optima
Platform
Prime
Services
Pioneer capital Ember Peak Legacy insight Pathway timber Ember atlas
Owner & Executives
R
ROBERT ANDREW MCCULLOUGH
Investment Advisor
- CRD
- #5448042
- Ownership
- 75% or more
(350) 250-9869
timber.prime@focuscapital.com
in linkedin.com/in/prime-delta
Showing 1 of 1 owners & executives
Unlock allContacts
F
FRANCIS BENEDICT MCCULLOUGH
--
- CRD
- #2937905
(633) 441-8464
bridge.vector@elementcapital.com
in linkedin.com/in/atlas-atlas
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $66,109,548 | -- |
| Total | $66,109,548 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,109,548
Public Funds:
39.1% Equity - Exchange:
60.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,032,952,209 | 39.1% |
| Equity - Exchange | $4,723,958,811 | 60.9% |
| Total | $7,756,911,020 | 100.0% |