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Terrence Patrick Mchugh

THE MCHUGH GROUP, LLC·LAKEWOOD, Ohio
Clean recordTHE MCHUGH GROUP, LLC
14700 DETROIT AVE, SUITE 2, LAKEWOOD, OH 44107CRD# 3020226Firm CRD# 119811

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terrence Patrick Mchugh · LAKEWOOD, OH
Registration
CRD #3020226 · THE MCHUGH GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Terrence Patrick Mchugh is a registered financial advisor based in LAKEWOOD, Ohio, affiliated with THE MCHUGH GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE MCHUGH GROUP, LLC
THE MCHUGH GROUP, LLC
AUM
$280M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THE MCHUGH GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3020226
Firm CRD# 119811
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Terrence Patrick Mchugh offer?
Terrence Patrick Mchugh specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LAKEWOOD, Ohio for a consultation.
What are Terrence Patrick Mchugh's credentials?
Terrence Patrick Mchugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terrence Patrick Mchugh located?
Terrence Patrick Mchugh is based in LAKEWOOD, Ohio, working with THE MCHUGH GROUP, LLC. Their office serves clients in the LAKEWOOD metropolitan area and surrounding communities.
How does Terrence Patrick Mchugh charge for services?
Terrence Patrick Mchugh's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE MCHUGH GROUP, LLC?
THE MCHUGH GROUP, LLC has approximately 1 employees and manages $280M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
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