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MCKINLEY MONEY, LLC
CRD 145571 · SEC 801-132140
N3579 1010TH ST, EAU-CLAIRE, WI, 54703, United States
Phone
(715) 835-2732
Fax
(715) 835-4032
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$163.7M
Discretionary AUM
$146.6M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $51.2M |
| High net worth individuals | 78 | $112.6M |
States served
MN, WI, TX
All web addresses on file
Official SEC filing: View on IAPD