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MCCLAIN VALUE MANAGEMENT, LLC
MCCLAIN VALUE MANAGEMENT, LLC
NEW CANAAN, Connecticut
·
3 registered advisors
·
CRD# 114074
SEC# 801-66683
0
203-966-3197
01
Firm Overview
AUM
$50M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Performance-based fees
Other: VARIABLE, BASED ON SPECIFIC EQUITY RESEARCH SERVICE
03
Specialties
Investment Management
Wealth Management
04
Advisors at MCCLAIN VALUE MANAGEMENT, LLC
3 registered advisors
Joseph Wilkins Donaldson
NEW CANAAN, Connecticut
CRD# 2801717
Lillian Chi
NEW CANAAN, Connecticut
CRD# 2584724
Phillip Crandall Mcclain
NEW CANAAN, Connecticut
CRD# 4430439
05
Office Locations
NEW CANAAN, Connecticut
3 advisors
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Data sourced from SEC Form ADV filings. MCCLAIN VALUE MANAGEMENT, LLC (CRD# 114074) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.