$763.5K Total AUM
$763.5K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
11 yrs Firm Age
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- Custodian
- Assetmark · Lincoln Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-13-2015
- Office Locations
- 1
Office Locations
3060 Mount Vernon Road Suite 1 Hurricane WV
About Mckee Wealth Management
Mckee Wealth Management is a Hurricane-based RIA. The firm has been operating for 11 years. Managing $763.5K in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and Lincoln Financial.
Team overview
-- AVG AGE
$763.5K AVG AUM / ADVISOR
$190.9K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
Available
Platform
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Services
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Technology
Available
Owner & Executives
J
JAMES HOWARD MCKEE
President
- CRD
- #4884175
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $763,454 | -- |
| Non-Discretionary | $0 | -- |
| Total | $763,454 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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