This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-09-2007
- Office Locations
- 1
Office Locations
About Mcinnis Group
McInnes Group is a family-owned, Kansas City-based firm with national reach, delivering employee benefit and retirement plan solutions alongside broader financial planning and insurance support for business leaders and individuals. Public filings indicate portfolios implemented primarily with ETFs (and some equities/cash), with Charles Schwab as a key custodian. The firm has operated for 45+ years across two generations.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ELLIS WINTON MCINNIS III
Owner, President, Project Manager
- CRD
- #1201808
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,100,000 | -- |
| Total | $6,100,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing