Prihlásiť sa Zaregistrujte sa zadarmo

Michael J.D. Mccall, Inc. (Los Angeles)


Michael J.D. Mccall, Inc. is an adviser based in Los Angeles. It manages $15 million of regulatory assets for 78 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

Logo



Michael J.D. Mccall provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Michael J.D. Mccall: assets under management

The assets under management (AUM) of Michael J.D. Mccall, Inc. is $15 million. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12 million in discretionary accounts and $3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $184.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $230.77 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Michael J.D. Mccall, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Michael J.D. Mccall, Inc. performs its advisory services is located at 222 South Figueroa Street, Los Angeles, CA 90012 The mailing address of the firm is P.O. Box 71525, Los Angeles, CA 90071. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 213-217-5191 or by fax 213-947-1760. The normal business hours are 7:00 am to 3:00 pm on Monday - Friday. You can find more information about the New York firm at www.farfromwallstreet.com.


Registered investment advisers similar to Michael J.D. Mccall, Inc.