MCCLAIN VALUE MANAGEMENT, LLC

NEW CANAAN, Connecticut·3 registered advisors·CRD# 114074
SEC# 801-666830203-966-3197
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 ManagementWealth Management
04

Advisors at MCCLAIN VALUE MANAGEMENT, LLC

3 registered advisors
Joseph Wilkins Donaldson
NEW CANAAN, Connecticut
Lillian Chi
NEW CANAAN, Connecticut
Phillip Crandall Mcclain
NEW CANAAN, Connecticut
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.