Investment adviser · CRD 133794

MCCULLOUGH & ASSOCIATES LLC

Investment adviser filing (IA)

MILL VALLEY, CA, United States · Form ADV filed Mar 27, 2015

Regulatory AUM
$85M
Form ADV · Item 5.F
Client accounts
81
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Mar 27, 2015. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

100 SHORELINE HIGHWAY #B, SUITE 380
MILL VALLEY, CA, 94941-3645, United States

CRD 133794

Filing source

Form ADV 896282 · Mar 27, 2015 · 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.