$331.3M Total AUM
$331.3M Disc. AUM
8.2% 3Y CAGR
1 Employees
30 ADV. Clients
25 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-30-2001
- Office Locations
- 1
Office Locations
-- Bratenahl OH
About THE Mchugh Group, LLC
THE Mchugh Group, LLC is a Bratenahl-based RIA. The firm has been operating for 25 years. Managing $331.3M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$331.3M AVG AUM / ADVISOR
$11.0M AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TERRENCE PATRICK MCHUGH
Chief Compliance Officer, Owner
- CRD
- #3020226
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
S
Sean Patrick McHugh
--
- CRD
- #8101585
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $331,341,910 | $1,984,083 |
| Non-Discretionary | $0 | -- |
| Total | $331,341,910 | $1,984,083 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing