Investment adviser · CRD 107305
MCCUEN & CO INC
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed Jan 28, 2020
- Regulatory AUM
- $291M Form ADV · Item 5.F
- Client accounts
- 91 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 58 | $283,248,322 | 97.4% |
| Individuals | 32 | $7,586,750 | 2.6% |
| Other clients | Fewer than 5 | $1,885 | 0.0% |
Filing source
Form ADV 1373019 · Jan 28, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 28, 2020. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
450 B STREET, SUITE 1400SAN DIEGO, CA, 92101, United States
CRD 107305
Filing source
Form ADV 1373019 · Jan 28, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.