CRD: 150997
Mcpherson Financial Advisors, Inc.
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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-02-2010
- Office Locations
- 1
Office Locations
About Mcpherson Financial Advisors, Inc.
McPherson Financial Advisors is a fiduciary, founder-led RIA serving retirees and clients within five years of retirement across the New York City metro area. President/CEO Sam McPherson, CFP®, brings 35+ years in the industry and a Columbia University background. The firm provides personalized financial planning and investment management, typically implementing portfolios with mutual funds and ETFs (Vanguard custody).
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
SAMUEL JOHN MCPHERSON
Certified Financial Planner, President
- CRD
- #5730893
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,104,156 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,104,156 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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