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Kortney Robert Mcculley

MCCULLEY FINANCIAL GROUP, LLC·WESTCHESTER, Illinois
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2 WESTBROOK CORPORATE CENTER, WESTCHESTER, IL 60154CRD# 5482838Firm CRD# 154891
01

About

Kortney Robert Mcculley is a registered financial advisor based in WESTCHESTER, Illinois, affiliated with MCCULLEY FINANCIAL GROUP, LLC. 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
MCCULLEY FINANCIAL GROUP, LLC
MCCULLEY FINANCIAL GROUP, LLC
AUM
$125M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5482838
Firm CRD# 154891
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kortney Robert Mcculley offer?
Kortney Robert Mcculley specializes in Financial Planning, Investment Management. Contact their office in WESTCHESTER, Illinois for a consultation.
What are Kortney Robert Mcculley's credentials?
Kortney Robert Mcculley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kortney Robert Mcculley located?
Kortney Robert Mcculley is based in WESTCHESTER, Illinois, working with MCCULLEY FINANCIAL GROUP, LLC. Their office serves clients in the WESTCHESTER metropolitan area and surrounding communities.
How does Kortney Robert Mcculley charge for services?
Kortney Robert Mcculley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCCULLEY FINANCIAL GROUP, LLC?
MCCULLEY FINANCIAL GROUP, LLC has approximately 1 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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