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MCCLURG CAPITAL CORPORATION
CRD 16798
950 NORTHGATE DRIVE SUITE 301, SAN RAFAEL, CA, 94903-3436, United States
Phone
415-472-1445
Fax
415-472-1427
Registration
— (—)
Source
State registered
Total AUM
$92.9M
Discretionary AUM
$92.9M
Team
6 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Corporation
Filing date
2026-01-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $64.5M |
| High net worth individuals | 2 | $12.7M |
| Charitable organizations | 1 | $14.2M |
| Corporations/business entities | 1 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD