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George Paul Mccuen

NAPA WEALTH MANAGEMENT, INCORPORATED·NAPA, California
Unclaimed Profile
1836 SECOND STREET, NAPA, CA 94559-2328CRD# 1643713Firm CRD# 137724
01

About

George Paul Mccuen is a registered financial advisor based in NAPA, California, affiliated with NAPA WEALTH MANAGEMENT, INCORPORATED. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NAPA WEALTH MANAGEMENT, INCORPORATED
NAPA WEALTH MANAGEMENT
AUM
$232M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NAPA WEALTH MANAGEMENT, INCORPORATED →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1643713
Firm CRD# 137724
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does George Paul Mccuen offer?
George Paul Mccuen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NAPA, California for a consultation.
What are George Paul Mccuen's credentials?
George Paul Mccuen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Paul Mccuen located?
George Paul Mccuen is based in NAPA, California, working with NAPA WEALTH MANAGEMENT, INCORPORATED. Their office serves clients in the NAPA metropolitan area and surrounding communities.
How does George Paul Mccuen charge for services?
George Paul Mccuen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAPA WEALTH MANAGEMENT, INCORPORATED?
NAPA WEALTH MANAGEMENT, INCORPORATED has approximately 6 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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