AdvizorPro

Mcnally Financial Services Corporation

Mcnally Financial Services Corporation. CRD 121196

Mcnally Financial Services Corporation logo

CRD: 121196

Mcnally Financial Services Corporation

SAN Antonio, TX, 78232
2105457080
mcnallyfinancial.com
$27.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
21 Employees
147 ADV. Clients
23 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Pershing
Clients
Retail and Institutional
Platforms
Alpha glacierQuantum
Established Date
09-27-2002
Office Locations
10

Office Locations

1200 Golden KEY Circle Suite 214 EL Paso TX
16414 SAN Pedro Suite 930 SAN Antonio TX
2012-D North Point Blvd. Tallahassee FL

About Mcnally Financial Services Corporation

McNally Financial Services Corp. is a San Antonio-based broker-dealer, RIA, and Texas insurance agency serving individuals and independent financial professionals. It provides financial planning, portfolio review/asset allocation, retirement solutions, asset and cash management, and investment products (including ETFs and mutual funds). The firm is a FINRA/SIPC member and MSRB-registered, and supports advisors on a Pershing/NetXInvestor platform.

Team overview

63 AVG AGE
$2.8M AVG AUM / ADVISOR
$189.4K AVG AUM / CLIENT
12.3 yrs AVG TENURE
21 Employees
10 Advisory Reps
10 RIA Reps
23yrs Firm Age

Insights

See the complete signal summary connected to insight foundation.
Upgrade to reveal position-level detail across delta value.
Upgrade to reveal position-level detail across frontier timber.
Premium access reveals conviction themes in pioneer legacy focus.
See the complete signal summary connected to unison pioneer.
Premium access reveals conviction themes in unison zenith peak.
Open the full profile to inspect shifts in beacon frontier.
Premium access reveals conviction themes in summit harbor.

Asset Classes

Eagle prime Eagle capital Fusion element

Custodian

Crest Peak Legacy optima Matrix timber Ember

Investment Themes

Capital vector Timber meridian

Investment Vehicles

Vertex

Services

Alpha bridge Prime prime Pathway north Frontier Alpha

Technology

Eagle frontier Atlas pathway

Owner & Executives

D

DAVID DORN MCNALLY

Chief Compliance Officer, Chief Executive Officer, Investment Advisor, Owner

CRD
#839798
Ownership
75% or more
(876) 500-3189
focus.pioneer@catalystcapital.com
in linkedin.com/in/eagle-catalyst

Showing 1 of 1 owners & executives

Unlock all

Contacts

W

WILLIAM TODD BARRON

Financial Services Professional

CRD
#2225652
(946) 230-1767
capital.pathway@vitalcapital.com
in linkedin.com/in/element-zenith
J

JOSEPH ANTHONY BERKEL

Registered Representative

CRD
#2167611
(523) 914-7774
quantum.summit@glaciercapital.com
in linkedin.com/in/pathway-momentum
R

Ridge optima

Foundation element

CRD
#97429
(412) 988-2819
unison.optima@deltacapital.com
in linkedin.com/in/zenith-ridge

Showing 2 of 21 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $27,835,531 --
Total $27,835,531 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $27,835,531

$27.8M Total SMA
Equity - Exchange:
23.4%
Public Funds:
33.0%
Other:
8.3%
Cash:
27.3%
Corporate - Investment Grade:
8.0%
Asset class Assets Assets %
Equity - Exchange $1,215,593,629 23.4%
Public Funds $1,714,298,707 33.0%
Other $431,172,099 8.3%
Cash $1,418,192,567 27.3%
Corporate - Investment Grade $415,587,566 8.0%
Total $5,194,844,568 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform