CRD: 155646
Mccann Wealth STRATEGIES,INC.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Matrix foundation
- Established Date
- 08-22-2012
- Office Locations
- 1
Office Locations
About Mccann Wealth STRATEGIES,INC.
McCann Wealth Strategies, Inc. is a family-owned financial planning and investment advisory firm in State College, PA, helping clients prepare for retirement since 1994. The team provides holistic planning across retirement, estate, tax, and insurance/risk management, alongside ongoing investment management. Advisers are held to a fiduciary standard, with Schwab custody and ETF/mutual-fund implementation reflected in portfolios.
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Owner & Executives
RACHEL LYNN KLINGER
Chief Compliance Officer, President
- CRD
- #4937193
- Ownership
- 25% but less than 50%
JEFFREY S MCCANN
Vice President
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,313,175 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,313,175 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,313,175
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $943,923,825 | 12.1% |
| Equity - Exchange | $1,053,138,152 | 13.5% |
| Private Funds | $1,770,832,300 | 22.7% |
| U.S. Government/Agency | $561,673,681 | 7.2% |
| Cash | $1,809,837,417 | 23.2% |
| Corporate - Investment Grade | $1,661,617,974 | 21.3% |
| Total | $7,801,023,349 | 100.0% |