M
CRD: 155633
Mclachlan Investment Services LLC
Coeur D'alene, ID
2086519925
$4.8M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
15 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-10-2011
- Office Locations
- 1
Office Locations
-- Coeur D'alene ID
About Mclachlan Investment Services LLC
Mclachlan Investment Services LLC is a Coeur D'alene-based RIA. The firm has been operating for 15 years. Managing $4.8M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$4.8M AVG AUM / ADVISOR
$400.0K AVG AUM / CLIENT
15.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Investment Vehicles
Legacy focus
Services
Capital Pathway Unison Peak
Owner & Executives
E
EVAN HAMILTON MCLACHLAN
Owner
- CRD
- #5866067
- Ownership
- 75% or more
(493) 978-9201
bridge.glacier@unisoncapital.com
in linkedin.com/in/fusion-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,100,000 | -- |
| Non-Discretionary | $700,000 | -- |
| Total | $4,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,800,000
Equity - Exchange:
79.8% Cash:
20.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,291,896,257 | 79.8% |
| Cash | $580,154,190 | 20.2% |
| Total | $2,872,050,447 | 100.0% |