MCCARTHY ASSET MANAGEMENT, INC.

REDWOOD SHORES, California·3 registered advisors·CRD# 118285
SEC# 801-608970(650) 610-9540
01

Firm Overview

AUM
$366M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MCCARTHY ASSET MANAGEMENT, INC.

3 registered advisors
Alexey Bulankov
REDWOOD SHORES, California
Anthony John Bertolucci
REDWOOD SHORES, California
Stephen Peter Mccarthy
REDWOOD SHORES, California
05

Office Locations

REDWOOD SHORES, California
3 advisors

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Data sourced from SEC Form ADV filings. MCCARTHY ASSET MANAGEMENT, INC. (CRD# 118285) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.