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Phillip Crandall Mcclain

MCCLAIN VALUE MANAGEMENT, LLC·NEW CANAAN, Connecticut
Clean recordMCCLAIN VALUE MANAGEMENT, LLC
175 ELM STREET, NEW CANAAN, CT 06840CRD# 4430439Firm CRD# 114074

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Phillip Crandall Mcclain · NEW CANAAN, CT
Registration
CRD #4430439 · MCCLAIN VALUE MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Phillip Crandall Mcclain is a registered financial advisor based in NEW CANAAN, Connecticut, affiliated with MCCLAIN VALUE MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
MCCLAIN VALUE MANAGEMENT, LLC
MCCLAIN VALUE MANAGEMENT, LLC
AUM
$50M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MCCLAIN VALUE MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: VARIABLE, BASED ON SPECIFIC EQUITY RESEARCH SERVICE
Regulatory
SEC/IARD CRD# 4430439
Firm CRD# 114074
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Phillip Crandall Mcclain offer?
Phillip Crandall Mcclain specializes in Investment Management, Wealth Management. Contact their office in NEW CANAAN, Connecticut for a consultation.
What are Phillip Crandall Mcclain's credentials?
Phillip Crandall Mcclain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip Crandall Mcclain located?
Phillip Crandall Mcclain is based in NEW CANAAN, Connecticut, working with MCCLAIN VALUE MANAGEMENT, LLC. Their office serves clients in the NEW CANAAN metropolitan area and surrounding communities.
How does Phillip Crandall Mcclain charge for services?
Phillip Crandall Mcclain's firm is compensated through percentage of aum, performance-based fees, other: variable, based on specific equity research service. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCCLAIN VALUE MANAGEMENT, LLC?
MCCLAIN VALUE MANAGEMENT, LLC has approximately 2 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MCCLAIN VALUE MANAGEMENT, LLC

Joseph Wilkins Donaldson
NEW CANAAN, CT
Lillian Chi
NEW CANAAN, CT

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Research
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