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MCLEAN ASSET MANAGEMENT CORPORATION
MCLEAN ASSET MANAGEMENT CORPORATION
MCLEAN ASSET MANAGEMENT CORP.
TYSONS, Virginia
·
11 registered advisors
·
CRD# 108067
SEC# 801-55363
5
703-827-0636
01
Firm Overview
AUM
$749M
Regulatory assets under management
Employees
26
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MCLEAN ASSET MANAGEMENT CORPORATION
11 registered advisors
Alejandro Murguia
TYSONS, Virginia
CRD# 4773144
Dean Takayuki Umemoto
TYSONS, Virginia
CRD# 708206
Jessica Noelle Wunder
TYSONS, Virginia
CRD# 4529546
Karen Chika Umemoto
TYSONS, Virginia
CRD# 5877126
Kimberly Elizabeth Newsom
TYSONS, Virginia
CRD# 4530336
Kyle Alan Meyer
TYSONS, Virginia
CRD# 1247042
Paula Bonnie Friedman
TYSONS, Virginia
CRD# 5439229
Robert Timothy French
TYSONS, Virginia
CRD# 5238727
Virginia Lee Cheung
MCLEAN, Virginia
CRD# 1890026
Virginia Ting-Shu French
TYSONS, Virginia
CRD# 7252818
Wade Donald Pfau
TYSONS, Virginia
CRD# 6344036
05
Office Locations
TYSONS, Virginia
10 advisors
MCLEAN, Virginia
1 advisor
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Data sourced from SEC Form ADV filings. MCLEAN ASSET MANAGEMENT CORPORATION (CRD# 108067) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.