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James Francis Mcnulty

PRAETORIAN WEALTH MANAGEMENT, INC.·CARMEL, California
Unclaimed Profile
3775 VIA NONA MARIE, CARMEL, CA 93923CRD# 2878496Firm CRD# 147814
01

About

James Francis Mcnulty is a registered financial advisor based in CARMEL, California, affiliated with PRAETORIAN WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRAETORIAN WEALTH MANAGEMENT, INC.
PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC
AUM
$428M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PRAETORIAN WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2878496
Firm CRD# 147814
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Francis Mcnulty offer?
James Francis Mcnulty specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CARMEL, California for a consultation.
What are James Francis Mcnulty's credentials?
James Francis Mcnulty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Francis Mcnulty located?
James Francis Mcnulty is based in CARMEL, California, working with PRAETORIAN WEALTH MANAGEMENT, INC.. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does James Francis Mcnulty charge for services?
James Francis Mcnulty's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRAETORIAN WEALTH MANAGEMENT, INC.?
PRAETORIAN WEALTH MANAGEMENT, INC. has approximately 8 employees and manages $428M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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