Falists
← Back to search

MCDERMOTT INVESTMENT ADVISORS, LLC

CRD 132221 · SEC 801-79404

Visit website

780 FIFTH AVENUE SOUTH, SUITE 200, NAPLES, FL, 34102, United States

Phone

(610) 882-1460

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$203.3M

Discretionary AUM

$169.6M

Team

10 total employees; 10 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Commissions; SHARE IN A FEE CHARGED BY THIRD PARTY ADVISER.

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals138$39.6M
High net worth individuals480$163.7M

States served

CA, GA, ME, MD, NJ, NY, PA, SC, UT, VA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD