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Robert Andrew McCullough

MC2 Financial Advisers, Inc.

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About Robert Andrew McCullough

Robert McCullough is a financial advisor with Mc2 Financial Advisers, Inc. located in Newtown Square, Pennsylvania. Robert has been in the financial services industry since May 2003. Robert is a Certified Financial Planner. Robert's firm provides financial planning, portfolio management for individuals and businesses, and pension consulting. Mc2 Financial Advisers, Inc. has approximately 62 clients and $63,652,194 in assets under management.

Firm Information

Robert McCullough is currently registered with MC2 Financial Advisers, Inc.. MC2 Financial Advisers, Inc. is an investment advisor registered with the SEC. The firm manages approximately $63.65 million in assets for 62 clients. They provide financial planning, pension consulting, and portfolio management services for individuals, businesses, and pension plans. The firm primarily serves high-net-worth individuals, with 35 clients and $47.16 million in assets under management. MC2 Financial Advisers also serves individuals other than high-net-worth individuals (26 clients, $15.88 million AUM) and pension and profit-sharing plans (1 client, $606,456 AUM).

$63.65M

Assets Under Management

Not reported

Total Clients

2

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Robert McCullough’s Registration & Firm History

PA

11/01/2007 - Present

MC2 Financial Advisers, Inc. (NEWTOWN SQUARE PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Andrew McCullough.
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