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.
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 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.
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.
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.