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MCLAUGHLIN ASSET MANAGEMENT, INC.
CRD 125735 · SEC 801-132797
1905-E U.S. ROUTE 150, SUITE E, DANVILLE, IL, 61832, United States
Phone
217-442-6484
Fax
765-204-6834
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$176.1M
Discretionary AUM
$176.0M
Team
4 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $15.7M |
| High net worth individuals | 56 | $153.6M |
States served
IL, IN
All web addresses on file
Official SEC filing: View on IAPD