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MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT

MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT, INC.

CRD 170717

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9356 IVAN COURT, MENTOR, OH, 44060, United States

Phone

440-339-3550

Fax

440-339-3550

Registration

— (—)

Source

State registered

Total AUM

$16.4M

Discretionary AUM

$16.4M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-02-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals40$6.9M
High net worth individuals11$9.2M
Corporations/business entities1$279K

All web addresses on file

Official SEC filing: View on IAPD