M
CRD: 109920
Mcdevitt & Bird Investment Management CO
Elizabeth, IL
8152754406
$8.9M Total AUM
$8.9M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-1996
- Office Locations
- 2
Office Locations
-- Elizabeth IL
-- Mequon WI
About Mcdevitt & Bird Investment Management CO
Mcdevitt & Bird Investment Management CO is a Elizabeth-based RIA with 2 offices. The firm has been operating for 29 years. Managing $8.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$8.9M AVG AUM / ADVISOR
$554.7K AVG AUM / CLIENT
22.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Insight legacy Atlas north Vertex
Client Personas
Glacier insight
Investment Vehicles
Quantum
Services
Pioneer insight Vertex Delta catalyst
Owner & Executives
ALAN WILLIAM BIRD
DIRECTOR, President
- CRD
- #1236787
- Ownership
- 50% but less than 75%
(713) 628-8857
insight.alpha@pathwaycapital.com
in linkedin.com/in/oak-alpha
M
MARTIN A MCDEVITT JR
--
- CRD
- #326664
- Ownership
- 50% but less than 75%
(781) 269-2084
fusion.oak@matrixcapital.com
in linkedin.com/in/element-glacier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,874,401 | $567,442 |
| Non-Discretionary | $0 | $761,538 |
| Total | $8,874,401 | $612,500 |
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Separately Managed Accounts
Total SMA Asset: $8,874,401
Equity - Exchange:
17.2% Cash:
14.1% Corporate - Investment Grade:
13.4% Municipal Bonds:
9.9% Equity - OTC:
11.7% Public Funds:
27.4% Other:
6.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,167,171,378 | 17.2% |
| Cash | $956,809,095 | 14.1% |
| Corporate - Investment Grade | $909,307,934 | 13.4% |
| Municipal Bonds | $671,802,130 | 9.9% |
| Equity - OTC | $793,947,972 | 11.7% |
| Public Funds | $1,859,331,149 | 27.4% |
| Other | $427,510,447 | 6.3% |
| Total | $6,785,880,105 | 100.0% |