CRD: 289043
Mccormick Financial Advisors, LLC
$84.8M Total AUM
$84.8M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-15-2017
- Office Locations
- 1
Office Locations
-- Bozeman MT
About Mccormick Financial Advisors, LLC
McCormick Financial Advisors is a Bozeman, MT fee-only RIA led by Michael McCormick (fiduciary since 2017) providing planning-led, comprehensive advice and portfolio management for a select group of clients. The practice emphasizes high-touch, direct advisor relationships, with portfolios primarily implemented using ETFs and public funds and custody including Charles Schwab.
Team overview
52 AVG AGE
$84.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MICHAEL JOHN MCCORMICK
Advisor, President
- CRD
- #5481003
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,750,833 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,750,833 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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