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MCLEAN ASSET MANAGEMENT CORP.
MCLEAN ASSET MANAGEMENT CORPORATION
CRD 108067 · SEC 801-55363
1900 GALLOWS ROAD, SUITE 350, TYSONS, VA, 22182, United States
Phone
703-827-0636
Fax
703-556-8628
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$993.9M
Discretionary AUM
$985.0M
Team
26 total employees; 17 advisory reps; 2 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 228 | $113.8M |
| High net worth individuals | 258 | $802.3M |
| Pension/profit sharing plans | 21 | $71.6M |
| Charitable organizations | 4 | $6.2M |
| Corporations/business entities | 1 | $73K |
States served
CA, CO, DC, GA, IL, MD, MA, NE, NJ, NY, NC, OH, PA, SC, TN, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD