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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-19-2007
- Office Locations
- 1
Office Locations
About Mcbee Advisors, Inc.
McBee Advisors, Inc. is an independent wealth management and financial planning firm founded in 2004, serving clients from offices in Bellevue, WA and Glendale, AZ. The team builds long-term investment portfolios and provides holistic planning, emphasizing a disciplined process that aims to keep emotions out of day-to-day decisions. Public filings indicate portfolios are primarily ETF-based, and the firm reports custody with Charles Schwab.
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Investment Themes
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Owner & Executives
SETH DAVID MCBEE
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4214654
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,855,700 | $77,161 |
| Non-Discretionary | $0 | -- |
| Total | $58,855,700 | $77,161 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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