This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Merrill Lynch · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-11-2009
- Office Locations
- 3
Office Locations
About THE Mcbride Group
The McBride Group, LLC is a California fee-only RIA providing fiduciary wealth management for individuals. The firm emphasizes capital preservation and conservative, long-term portfolio construction—often using ETFs—alongside financial, tax, and estate planning. A notable differentiator for outreach: it has contributed to San Francisco Bay Area television investment coverage since 1991.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES ALLEN MCBRIDE
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2108632
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Brett J Daniel
--
- CRD
- #8195189
Wesley McBride
--
- CRD
- #8137124
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $76,286,788 | -- |
| Total | $76,286,788 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing