M
CRD: 336515
MCN Investment Management Co.
$89.8M Total AUM
$89.8M Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-17-2025
- Office Locations
- 1
Office Locations
3250 W BIG Beaver Rd. Suite 226 Troy MI
About MCN Investment Management Co.
MCN Investment Management Co. is a Troy-based RIA. The firm has been operating for 1 years. Managing $89.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$89.8M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Matrix glacier Element peak
Client Personas
Momentum beacon
Investment Themes
Timber Insight alpha
Investment Vehicles
Wave eagle
Services
Quantum Value peak Quantum north
Owner & Executives
M
MICHAEL CURTISS NUMMER
Chief Compliance Officer, President
- CRD
- #2398110
- Ownership
- 75% or more
(421) 655-1774
meridian.north@alphacapital.com
in linkedin.com/in/delta-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $89,800,000
Equity - OTC:
6.6% Public Funds:
19.1% Cash:
11.1% U.S. Government/Agency:
30.8% Corporate - Investment Grade:
21.9% Municipal Bonds:
10.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $454,969,994 | 6.6% |
| Public Funds | $1,316,655,588 | 19.1% |
| Cash | $765,176,807 | 11.1% |
| U.S. Government/Agency | $2,123,193,304 | 30.8% |
| Corporate - Investment Grade | $1,509,673,161 | 21.9% |
| Municipal Bonds | $723,815,898 | 10.5% |
| Total | $6,893,484,752 | 100.0% |