$65.9M Total AUM
$65.9M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Capital
- Established Date
- 07-10-2003
- Office Locations
- 1
Office Locations
-- Bear Valley Springs CA
About Michael J.d. Mccall, LLC
Michael J.D. McCall, LLC is an independent, fee-only RIA providing fiduciary investment counsel to individuals and businesses. The firm emphasizes long-term investing, portfolio design, and risk management alongside wealth management and retirement income planning to help clients manage assets and build sustainable retirement income. Compensation is client-paid only (no commissions).
Team overview
55 AVG AGE
$65.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
22.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Client Personas
Peak foundation
Custodian
Meridian Radial insight Beacon Prime Horizon
Investment Themes
Ridge foundation Timber
Investment Vehicles
Capital North focus
Services
Delta peak Insight Matrix insight Ridge Focus value Radial catalyst Pathway value Wave vital
Technology
Bridge
Owner & Executives
M
MICHAEL JOHN DANIEL MCCALL
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #1824452
- Ownership
- 75% or more
(467) 788-3390
bridge.legacy@bridgecapital.com
in linkedin.com/in/vector-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,917,980 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,917,980 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,917,980
Public Funds:
17.0% Equity - Exchange:
37.1% Cash:
22.8% U.S. Government/Agency:
13.0% Corporate - Investment Grade:
10.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $703,316,684 | 17.0% |
| Equity - Exchange | $1,534,885,234 | 37.1% |
| Cash | $943,271,788 | 22.8% |
| U.S. Government/Agency | $537,830,406 | 13.0% |
| Corporate - Investment Grade | $417,852,854 | 10.1% |
| Total | $4,137,156,966 | 100.0% |