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GEORGE MCKELVEY CO., LLC
GEORGE MCKELVEY CO., LLC
MANASQUAN, New Jersey
·
4 registered advisors
·
CRD# 2733
SEC# 801-15425
0
732-449-5323
01
Firm Overview
AUM
$1.0B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Other: MISCELLANEOUS ADMINISTRATIVE FEES
03
Specialties
Financial Planning
Investment Management
04
Advisors at GEORGE MCKELVEY CO., LLC
4 registered advisors
Edward Anthony Mccabe
MANASQUAN, New Jersey
CRD# 1252538
Richard Looney
MANASQUAN, New Jersey
CRD# 1778012
Robert Augustus Giunco
MANASQUAN, New Jersey
CRD# 1411809
Robert Gould Mckelvey
MANASQUAN, New Jersey
CRD# 820698
05
Office Locations
MANASQUAN, New Jersey
4 advisors
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Data sourced from SEC Form ADV filings. GEORGE MCKELVEY CO., LLC (CRD# 2733) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.