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MCCAULEY INVESTMENTS ADVISORS LLC
CRD 171742
138 SAM HILL ROAD, P. O. BOX 409, GUILFORD, CT, 06437, United States
Phone
(203) 453-2200
Fax
(203) 204-6115
Registration
— (—)
Source
State registered
Total AUM
$9.2M
Discretionary AUM
$7.1M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2023-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $6.2M |
| Insurance companies | 14 | $1.0M |
Official SEC filing: View on IAPD