AdvisorOS Directory
Claim Profile
GM

George Brian Mcgee

NEW WATER CAPITAL, L.P.·BOCA RATON, Florida
Unclaimed Profile
2424 N. FEDERAL HIGHWAY, SUITE 418, BOCA RATON, FL 33431CRD# 2781208Firm CRD# 226608
01

About

George Brian Mcgee is a registered financial advisor based in BOCA RATON, Florida, affiliated with NEW WATER CAPITAL, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
NEW WATER CAPITAL, L.P.
NEW WATER CAPITAL, L.P.
AUM
$470M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at NEW WATER CAPITAL, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2781208
Firm CRD# 226608
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOCA RATON?

Browse all registered financial advisors in BOCA RATON, Florida or claim this profile if it's yours.

Browse BOCA RATON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does George Brian Mcgee offer?
George Brian Mcgee specializes in Retirement Planning. Contact their office in BOCA RATON, Florida for a consultation.
What are George Brian Mcgee's credentials?
George Brian Mcgee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Brian Mcgee located?
George Brian Mcgee is based in BOCA RATON, Florida, working with NEW WATER CAPITAL, L.P.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does George Brian Mcgee charge for services?
George Brian Mcgee's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW WATER CAPITAL, L.P.?
NEW WATER CAPITAL, L.P. has approximately 12 employees and manages $470M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BOCA RATON
Kristen Ann Whealon — DIGITALBRIDGE INVESTMENT MANAGEMENT, LLCJames Todd Morris — POLEN CAPITAL MANAGEMENT, LLCKevin Christopher Schneider — POLEN CAPITAL MANAGEMENT, LLCRobert Pendelton Spitler — BRIDGE LINE ADVISORS LLCMarc Jay Leder — SUN CAPITAL ADVISORS, L.P.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)
City Guides
MIAMI GuideTAMPA GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile