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- Custodian
- Altruist ยท Capital Group
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-18-2021
- Office Locations
- 1
Office Locations
About Mccann Investment Management LLC
McCann Investment Management, LLC is a California-registered, independent RIA and fiduciary led by John G. McCann, MBA (IAR). The firm provides fee-based wealth management and financial planning, including retirement, tax and estate planning and insurance guidance. Portfolios emphasize asset allocation using public funds such as mutual funds and ETFs with a risk management focus; custody includes Altruist.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN GORDON MCCANN
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #2479613
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,291,495 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,291,495 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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