Investment adviser · CRD 138768
MCDERMOTT ADVISORY GROUP, LLC
Investment adviser filing (IA)
WILMINGTON, DE, United States · Form ADV filed Jan 12, 2018
- Regulatory AUM
- $148M Form ADV · Item 5.F
- Client accounts
- 351 Accounts, not individual clients
- Employees
- 3 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 | 41 | $92,397,346 | 62.3% |
| Individuals | 172 | $39,978,151 | 27.0% |
| Retirement plans | 7 | $15,826,089 | 10.7% |
Filing source
Form ADV 1157719 · Jan 12, 2018 · 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 12, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3520 SILVERSIDE ROAD, STE 25WILMINGTON, DE, 19810, United States
CRD 138768
Filing source
Form ADV 1157719 · Jan 12, 2018 · 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.