M
CRD: 143273
MCM Advisory, LLC
Richland, WA, 99352
5097137030
$42.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2007
- Office Locations
- 1
Office Locations
114 Columbia Point Dr., Suite D Richland WA
About MCM Advisory, LLC
MCM Advisory, LLC is a Richland-based RIA. The firm has been operating for 19 years. Managing $42.9M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Merrill Lynch. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$42.9M AVG AUM / ADVISOR
$893.4K AVG AUM / CLIENT
19.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Client Personas
Capital
Investment Themes
Insight
Investment Vehicles
Ember
Platform
Optima timber
Services
Value atlas Capital north Optima
Owner & Executives
R
ROGER NOEL MATSON
Managing Agent
- CRD
- #1728371
- Ownership
- 50% but less than 75%
(263) 424-8934
value.vector@embercapital.com
in linkedin.com/in/legacy-summit
S
SUSAN AUDREY MATSON
Agent, Managing Agent
- CRD
- --
- Ownership
- 50% but less than 75%
(489) 944-8656
focus.momentum@pathwaycapital.com
in linkedin.com/in/bridge-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $42,884,325 | -- |
| Total | $42,884,325 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,884,325
Equity - Exchange:
33.9% Public Funds:
46.0% Cash:
20.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,854,826,471 | 33.9% |
| Public Funds | $2,516,873,677 | 46.0% |
| Cash | $1,099,764,367 | 20.1% |
| Total | $5,471,464,515 | 100.0% |