CRD: 170717
Mclean Financial Planning AND Investment Management
$16.4M Total AUM
$16.4M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-18-2014
- Office Locations
- 1
Office Locations
9356 Ivan Court Mentor OH
About Mclean Financial Planning AND Investment Management
McLean Financial Planning & Investment Management is an independent, fee-based fiduciary RIA in Mentor, Ohio providing personalized financial planning and investment management for individuals, families, and professionals, with an emphasis on retirement strategy, risk-aligned portfolio construction, and estate planning. The firm is led by CFP/AIF Marc McLean, an NFLPA Registered Player Financial Advisor.
Team overview
56 AVG AGE
$16.4M AVG AUM / ADVISOR
$314.6K AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Marc Thomas McLean
Chief Compliance Officer, President
- CRD
- #5783478
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,360,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,360,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Other:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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