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Paula Bonnie Friedman

MCLEAN ASSET MANAGEMENT CORPORATION·TYSONS, Virginia
Series 65Clean record18 years registeredMCLEAN ASSET MANAGEMENT CORPORATION
1900 GALLOWS ROAD, TYSONS, VA 22182CRD# 5439229Firm CRD# 108067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paula Bonnie Friedman · TYSONS, VA
Registration
CRD #5439229 · MCLEAN ASSET MANAGEMENT CORPORATION · 18 years registered
Brand Profile
Not yet started
01

Career History

MCLEAN ASSET MANAGEMENT CORP.
Jan 2013 – present
GLASS JACOBSON INVESTMENT ADVISORS, LLC
Nov 2007 – Dec 2012
OWINGS MILLS, MD
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 20, 2007
Years registered · 18
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 Paula Bonnie Friedman offer?
Paula Bonnie Friedman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TYSONS, Virginia for a consultation.
What are Paula Bonnie Friedman's credentials?
Paula Bonnie Friedman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paula Bonnie Friedman located?
Paula Bonnie Friedman 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 Paula Bonnie Friedman charge for services?
Paula Bonnie Friedman'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
Dean Takayuki Umemoto
TYSONS, VA
Kyle Alan Meyer
TYSONS, VA
Alejandro Murguia
TYSONS, VA
Kimberly Elizabeth Newsom
TYSONS, VA
Robert Timothy French
TYSONS, VA

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Nearby cities in Virginia
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