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Michael Richard Mcclain

MONTICELLO WEALTH MANAGEMENT, LLC·SAN ANTONIO, Texas
Unclaimed Profile
1777 NE INTERSTATE 410 LOOP, SAN ANTONIO, TX 78217CRD# 1157825Firm CRD# 175346
01

About

Michael Richard Mcclain is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with MONTICELLO WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
1900 WEALTH MANAGEMENT LLC
1900 WEALTH
AUM
$1.9B
Regulatory assets under management
Employees
12
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: CONSULTING FEES
Regulatory
SEC/IARD CRD# 1157825
Firm CRD# 175346
No disclosures on file
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Frequently Asked Questions

What services does Michael Richard Mcclain offer?
Michael Richard Mcclain specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Michael Richard Mcclain's credentials?
Michael Richard Mcclain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Richard Mcclain located?
Michael Richard Mcclain is based in SAN ANTONIO, Texas, working with MONTICELLO WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Michael Richard Mcclain charge for services?
Michael Richard Mcclain's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONTICELLO WEALTH MANAGEMENT, LLC?
MONTICELLO WEALTH MANAGEMENT, LLC has approximately 12 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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