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Dean Takayuki Umemoto

MCLEAN ASSET MANAGEMENT CORPORATION·TYSONS, Virginia
Series 1, Series 7, Series 24, Series 63, Series 65Clean record35 years registeredMCLEAN ASSET MANAGEMENT CORPORATION
1900 GALLOWS ROAD, TYSONS, VA 22182CRD# 708206Firm CRD# 108067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dean Takayuki Umemoto · TYSONS, VA
Registration
CRD #708206 · MCLEAN ASSET MANAGEMENT CORPORATION · 35 years registered
Brand Profile
Not yet started
01

Career History

MCLEAN ASSET MANAGEMENT CORP.
Jan 1991 – present
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 23, 1991
Years registered · 35
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MCLEAN ASSET MANAGEMENT CORPORATION
CRD 108067 · SEC 801-55363
AUM
$749M
Regulatory assets under management
Employees
26
1,380 client accounts
Services offered by MCLEAN ASSET MANAGEMENT CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MCLEAN ASSET MANAGEMENT CORPORATION →
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05

Frequently Asked Questions

What services does Dean Takayuki Umemoto offer?
Dean Takayuki Umemoto specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TYSONS, Virginia for a consultation.
What are Dean Takayuki Umemoto's credentials?
Dean Takayuki Umemoto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dean Takayuki Umemoto located?
Dean Takayuki Umemoto is based in TYSONS, Virginia, working with MCLEAN ASSET MANAGEMENT CORPORATION. Their office serves clients in the TYSONS metropolitan area and surrounding communities.
How does Dean Takayuki Umemoto charge for services?
Dean Takayuki Umemoto'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 MCLEAN ASSET MANAGEMENT CORPORATION?
MCLEAN ASSET MANAGEMENT CORPORATION has approximately 26 employees and manages $749M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MCLEAN ASSET MANAGEMENT CORPORATION

Jessica Noelle Wunder
TYSONS, VA
Kyle Alan Meyer
TYSONS, VA
Alejandro Murguia
TYSONS, VA
Kimberly Elizabeth Newsom
TYSONS, VA
Robert Timothy French
TYSONS, VA
Paula Bonnie Friedman
TYSONS, VA

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Nearby cities in Virginia
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