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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-06-2012
- Office Locations
- 1
Office Locations
About Mckinney Asset Management Inc.
McKinney Asset Management, Inc. provides discretionary portfolio management for high net worth and institutional clients, building tailored strategies grounded in research, market analysis, and disciplined risk management. Portfolios combine strategic asset allocation with a hands-on tactical/active approach aimed at solid long-term results. A differentiator for partners: the team invests its own IRAs, trusts, and other assets in the same managed program as clients, sharing the same percentage returns.
Team overview
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Client Personas
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Investment Themes
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Platform
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Owner & Executives
JOHN EDWARD MCKINNEY
Chief Compliance Officer, Founder, President
- CRD
- #3106349
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,020,296 | $192,701 |
| Non-Discretionary | $0 | -- |
| Total | $38,020,296 | $192,701 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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