Mcginn, Mckean & O'neill, Inc. (Alexandria)

Name: Mcginn, Mckean & O'neill, Inc.
Address: 201 N. Union Street, Alexandria, VA, 22314
Telephone: 703-548-2555

Mcginn, Mckean & O'neill, Inc. is a related adviser based in Alexandria. It manages $8.46 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Maryland and Virginia.

Mcginn, Mckean & O'neill provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcginn, Mckean & O'neill: assets under management

The assets under management (AUM) of Mcginn, Mckean & O'neill, Inc. is $8.46 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.41 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mcginn, Mckean & O'neill, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mcginn, Mckean & O'neill, Inc.

Grover Louis Mckean has been acting as President since 1 Oct 2005. Bernard Francis Mcginn has served as the Chief Investment Officer since 1 Oct 2005 and Robert Francis Oneill is the Chief Executive Officer of Mcginn, Mckean & O'neill, Inc. family office. The Eiger Company Llc joined the executive team most recently as the Equity Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bernard Francis Mcginn	Chief investment officer	1 Oct 2005	Other	1062218
Robert Francis Oneill	Chief executive officer	1 Oct 2005	Other	352978
Grover Louis Mckean	President	1 Oct 2005	Other	1367975
Alicia Jayne Hiler	Chief compliance officer	1 Oct 2005	Other	4335090
Christopher Strub Kelly	Principal	1 Oct 2005	Other	719345
Alicia Hiler Broehl	Chief compliance officer	1 Oct 2005	Other	4335090
Mcginn Investment Management Inc	Investment advisor	1 Oct 2005	50% - 75%	107396

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
The Eiger Company Llc	Equity owner	1 Dec 2005	25% - 50%	20-3186058

Based in Alexandria

The principal office where Mcginn, Mckean & O'neill, Inc. performs its advisory services is located at 201 N. Union Street, Alexandria, VA 22314, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-548-2555 or by fax 703-548-2556. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.mmoinvestments.com.