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THE MCNEILL FINANCIAL GROUP, LLC
THE MCNEILL FINANCIAL GROUP, LLC
TRUE LIVING FINANCIAL
SARATOGA SPRINGS, New York
·
1 registered advisor
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CRD# 154517
SEC# 801-129522
0
518-364-7899
01
Firm Overview
AUM
$31M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION AND MONITORING FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE MCNEILL FINANCIAL GROUP, LLC
1 registered advisor
Adam David Mc Neill
SARATOGA SPRINGS, New York
CRD# 4761522
05
Office Locations
SARATOGA SPRINGS, New York
1 advisor
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Data sourced from SEC Form ADV filings. THE MCNEILL FINANCIAL GROUP, LLC (CRD# 154517) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.