M
$2.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Insight glacierFocus prime +more
- Established Date
- 03-23-2016
- Office Locations
- 1
Office Locations
-- Dallas TX
About MSM Advisory, LLC
MSM Advisory, LLC is a Dallas, TX registered investment adviser providing fee-based financial planning and investment advisory focused on creating and managing wealth. Led by founder Mary S. McMahon, CFP®, RICP®, the firm takes a comprehensive approach to portfolio guidance and can coordinate insurance planning, including life insurance. Custody is listed with Pershing.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$196.2K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Pathway quantum Vector bridge Unison
Client Personas
Glacier
Custodian
Crest
Investment Themes
Ridge Value harbor Beacon Alpha signal Matrix timber
Investment Vehicles
Horizon
Platform
Insight harbor
Services
North pioneer Atlas Catalyst atlas Matrix Focus Harbor Zenith glacier Vector
Technology
Legacy unison Peak element Unison
Owner & Executives
MARY SMITH MCMAHON
Chief Compliance Officer, MANAGING DIRECTOR, Managing Member
- CRD
- #5475080
- Ownership
- 75% or more
(596) 399-9786
bridge.wave@frontiercapital.com
in linkedin.com/in/vertex-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,354,875 | -- |
| Total | $2,354,875 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,354,875
Cash:
44.1% Other:
23.3% Equity - Exchange:
32.6% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $3,214,494,081 | 44.1% |
| Other | $1,698,360,818 | 23.3% |
| Equity - Exchange | $2,376,247,326 | 32.6% |
| Total | $7,289,102,225 | 100.0% |