Investment adviser · CRD 111093

MCGILL ADVISORS, INC.

Investment adviser filing (IA)

CHARLOTTE, NC, United States · Form ADV filed Feb 24, 2017

Regulatory AUM
$1.36B
Form ADV · Item 5.F
Client accounts
4,135
Accounts, not individual clients
Employees
18
Reported in this filing
Advisory professionals
6
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: Feb 24, 2017. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

8816 RED OAK BLVD, SUITE 260
CHARLOTTE, NC, 28217, United States

CRD 111093

Filing source

Form ADV 1070082 · Feb 24, 2017 · 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.