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Marshall Cole Mcclean

EVERMAY WEALTH MANAGEMENT, LLC·ARLINGTON, Virginia
Unclaimed Profile
1776 WILSON BOULEVARD, ARLINGTON, VA 22209CRD# 325463Firm CRD# 149230
01

About

Marshall Cole Mcclean is a registered financial advisor based in ARLINGTON, Virginia, affiliated with EVERMAY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EVERMAY WEALTH MANAGEMENT, LLC
EVERMAY WEALTH MANAGEMENT, LLC
AUM
$1.1B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at EVERMAY WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 325463
Firm CRD# 149230
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marshall Cole Mcclean offer?
Marshall Cole Mcclean specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ARLINGTON, Virginia for a consultation.
What are Marshall Cole Mcclean's credentials?
Marshall Cole Mcclean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marshall Cole Mcclean located?
Marshall Cole Mcclean is based in ARLINGTON, Virginia, working with EVERMAY WEALTH MANAGEMENT, LLC. Their office serves clients in the ARLINGTON metropolitan area and surrounding communities.
How does Marshall Cole Mcclean charge for services?
Marshall Cole Mcclean's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVERMAY WEALTH MANAGEMENT, LLC?
EVERMAY WEALTH MANAGEMENT, LLC has approximately 21 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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