CRD: 131188
Mcintosh Capital Advisors, Inc.
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Wave value
- Established Date
- 06-24-2004
- Office Locations
- 1
Office Locations
About Mcintosh Capital Advisors, Inc.
McIntosh Capital Advisors, Inc. is a Los Angeles–based, fee-only RIA led by CFP® principal Alfred L. McIntosh. The firm provides goal-based financial planning and customized portfolio design, building asset allocation strategies informed by client risk tolerance and preferences. Focus is on transparent advice and an ongoing planning relationship; investment management is implemented via diversified allocations across asset classes (custodied through LPL Financial).
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Owner & Executives
ALFRED LEE MCINTOSH
Financial Advisor, General Partner, President
- CRD
- #1375444
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jinfeng Su
Certified Financial Planner
- CRD
- #6783253
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,580,295 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,580,295 | -- |
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Separately Managed Accounts
Total SMA Asset: $56,580,295
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,386,247,449 | 39.4% |
| Public Funds | $1,607,178,358 | 18.7% |
| Equity - OTC | $2,458,037,488 | 28.6% |
| Cash | $1,143,073,377 | 13.3% |
| Total | $8,594,536,672 | 100.0% |