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Stephen Peter Mccarthy

MCCARTHY ASSET MANAGEMENT, INC.·REDWOOD SHORES, California
Unclaimed Profile
3 LAGOON DRIVE, SUITE 155, REDWOOD SHORES, CA 94065CRD# 1542963Firm CRD# 118285
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About

Stephen Peter Mccarthy is a registered financial advisor based in REDWOOD SHORES, California, affiliated with MCCARTHY ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MCCARTHY ASSET MANAGEMENT, INC.
MCCARTHY ASSET MANAGEMENT, INC.
AUM
$366M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MCCARTHY ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1542963
Firm CRD# 118285
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Peter Mccarthy offer?
Stephen Peter Mccarthy specializes in Financial Planning, Investment Management. Contact their office in REDWOOD SHORES, California for a consultation.
What are Stephen Peter Mccarthy's credentials?
Stephen Peter Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Peter Mccarthy located?
Stephen Peter Mccarthy is based in REDWOOD SHORES, California, working with MCCARTHY ASSET MANAGEMENT, INC.. Their office serves clients in the REDWOOD SHORES metropolitan area and surrounding communities.
How does Stephen Peter Mccarthy charge for services?
Stephen Peter Mccarthy's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCCARTHY ASSET MANAGEMENT, INC.?
MCCARTHY ASSET MANAGEMENT, INC. has approximately 4 employees and manages $366M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in REDWOOD SHORES
Alexey Bulankov — MCCARTHY ASSET MANAGEMENT, INC.Anthony John Bertolucci — MCCARTHY ASSET MANAGEMENT, INC.Russell Gordon Noles — KASPICK & COMPANY, LLCEugene Flood — KASPICK & COMPANY, LLCMin Gyo Kim — TWIN LAKES CAPITAL MANAGEMENT, LLC
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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