$98.7M Total AUM
$98.7M Disc. AUM
-- 3Y CAGR
2 Employees
647 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Value
- Established Date
- 06-11-2004
- Office Locations
- 1
Office Locations
-- Clermont FL
About Mckee Investment Planning, Inc.
McKee Investment Planning, Inc. is a Clermont, FL RIA led by CFP professional Arthur McKee IV (MBA) providing investment management and comprehensive financial planning for individual investors, plus 401(k) plan creation/administration and employee benefits education for businesses. Portfolios skew heavily to ETFs with modest U.S. government/agency exposure, and the firm has worked with custodians such as TD Ameritrade and SEI.
Team overview
-- AVG AGE
$49.4M AVG AUM / ADVISOR
$152.6K AVG AUM / CLIENT
11.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Vehicles
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Services
Optima Catalyst North unison Capital Ridge
Technology
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Owner & Executives
A
ARTHUR MCKEE IV
Investment Advisor, Owner
- CRD
- #4551443
- Ownership
- 75% or more
(321) 362-7990
momentum.zenith@insightcapital.com
in linkedin.com/in/zenith-timber
Showing 1 of 1 owners & executives
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C
Cassandra Joy Gegenheimer
--
- CRD
- #7962409
(669) 453-3352
optima.signal@vertexcapital.com
in linkedin.com/in/pioneer-glacier
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,742,368 | -- |
| Non-Discretionary | $0 | -- |
| Total | $98,742,368 | -- |
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Separately Managed Accounts
Total SMA Asset: $98,742,368
Equity - Exchange:
23.8% U.S. Government/Agency:
52.4% Cash:
23.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,299,680,910 | 23.8% |
| U.S. Government/Agency | $2,861,482,339 | 52.4% |
| Cash | $1,299,680,910 | 23.8% |
| Total | $5,460,844,159 | 100.0% |