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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-20-1998
- Office Locations
- 1
Office Locations
About Mcgowan & CO LLP
McGowan & Co., LLP is an independent, privately held SEC-registered RIA in Bryn Mawr, PA providing comprehensive wealth management for high net worth individuals, closely held business owners, and corporate executives. Under common ownership with a CPA firm, the practice integrates planning and tax-aware advice, with portfolios that prominently use ETFs and fixed income and custody relationships including Charles Schwab.
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Owner & Executives
BRENDAN MICHAEL MCGOWAN
Certified Financial Planner, Chief Compliance Officer, PARTNER
- CRD
- #4395628
- Ownership
- 50% but less than 75%
BRIAN JOSEPH MCGOWAN
Certified Financial Planner, PARTNER
- CRD
- #4395637
- Ownership
- 50% but less than 75%
Delta timber
Horizon north harbor
- CRD
- #23999
- Ownership
- 45.0%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,852,992 | $356,624 |
| Non-Discretionary | $652,758,195 | $2,813,613 |
| Total | $655,611,187 | $2,731,713 |
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Separately Managed Accounts
Total SMA Asset: $655,611,187
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $283,577,732 | 10.6% |
| Corporate - Investment Grade | $1,102,207,790 | 41.2% |
| Public Funds | $329,057,180 | 12.3% |
| Cash | $960,418,925 | 35.9% |
| Total | $2,675,261,627 | 100.0% |