MACLEAN CAPITAL ADVISORS, LLC

INDIAN WELLS, California·2 registered advisors·CRD# 156978
SEC# 801-1210210760-636-4593
01

Firm Overview

AUM
$161M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MACLEAN CAPITAL ADVISORS, LLC

2 registered advisors
Brette Helbig Maclean
INDIAN WELLS, California
Christian A Maclean
INDIAN WELLS, California
05

Office Locations

INDIAN WELLS, California
2 advisors

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Data sourced from SEC Form ADV filings. MACLEAN CAPITAL ADVISORS, LLC (CRD# 156978) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.