Unclaimed Profile

Karen Chika Umemoto

MCLEAN ASSET MANAGEMENT CORPORATION·TYSONS, Virginia

Clean recordMCLEAN ASSET MANAGEMENT CORPORATION

1900 GALLOWS ROAD, TYSONS, VA 22182CRD# 5877126Firm CRD# 108067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karen Chika Umemoto · TYSONS, VA

Registration

CRD #5877126 · MCLEAN ASSET MANAGEMENT CORPORATION

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Karen Chika Umemoto is a registered financial advisor based in TYSONS, Virginia, affiliated with MCLEAN ASSET MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MCLEAN ASSET MANAGEMENT CORPORATION

MCLEAN ASSET MANAGEMENT CORP.

AUM

$749M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MCLEAN ASSET MANAGEMENT CORPORATION →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5877126

Firm CRD# 108067

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Karen Chika Umemoto offer?

Karen Chika Umemoto specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TYSONS, Virginia for a consultation.

What are Karen Chika Umemoto's credentials?

Karen Chika Umemoto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Chika Umemoto located?

Karen Chika 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 Karen Chika Umemoto charge for services?

Karen Chika 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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