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MCKINLEY FINANCIAL
MCKINLEY FINANCIAL ADVISORS INC
CRD 282443 · SEC 801-136353
273 MAIN STREET, BROOKVILLE, PA, 15825, United States
Phone
814-849-8586
Fax
814-849-8590
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$117.2M
Discretionary AUM
$117.2M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-11
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 174 | $31.8M |
| High net worth individuals | 63 | $81.7M |
| Pension/profit sharing plans | 5 | $1.2M |
| Charitable organizations | 3 | $379K |
| Corporations/business entities | 4 | $2.1M |
States served
NY, PA
All web addresses on file
Official SEC filing: View on IAPD