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MCBEE ADVISORS, INC.
CRD 143223 · SEC 801-69656
19420 N 59TH AVE, SUITE B239, GLENDALE, AZ, 85308, United States
Phone
623-500-2385
Fax
425-961-6449
Registration
— (—)
Source
State registered
Total AUM
$58.9M
Discretionary AUM
$58.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingACTIVE INVESTMENT MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 174 | $28.3M |
| High net worth individuals | 45 | $30.6M |
All web addresses on file
Official SEC filing: View on IAPD