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McLean Capital Management

Headquartered in SARASOTA, FL

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Firm Information

McLean Capital Management is an investment advisor registered with the SEC. They provide portfolio management services for individuals and businesses. They have 5 client accounts, with $2,599,220 in regulatory assets under management. McLean Capital Management is headquartered in McLean, Virginia.

McLean Capital Management

$2.60M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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research

Research

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

MCLEAN CAPITAL MANAGEMENT has a total of 1 branch locations across the country.
location

SARASOTA, FL

Advisors at McLean Capital Management

View All 1 Advisors
Unclaimed
William Richard McLean

RA

SARASOTA, FL

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Disclosures

There are no public disclosures for McLean Capital Management.

Frequently Asked Questions (7)

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