CRD: 282443
Mckinley Financial
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-12-2016
- Office Locations
- 1
Office Locations
About Mckinley Financial
McKinley Financial is a registered investment advisor based in Brookville, PA providing wealth management, investment management, and retirement planning. The firm emphasizes goal setting, cost management, global diversification, strategic asset allocation, and tax efficiency. Clients access a RightCapital-powered portal, and accounts can be custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SAMUEL ARTHUR MCKINLEY
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, Investment Advisor Representative, President
- CRD
- #6291743
- Ownership
- Less than 5%
NICHOLAS NOSKER
Investment Advisor Representative, VICE PRESIDENT
- CRD
- #7414975
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
MARK STEVEN MCKINLEY
Owner
- CRD
- #3185693
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,248,954 | $240,264 |
| Non-Discretionary | $0 | -- |
| Total | $117,248,954 | $240,264 |
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 % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing