MCINROY & WOOD LIMITED

CRD 316199 · SEC 801-122816

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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EASTER ALDERSTON, HADDINGTON, EAST LOTHIAN, EH41 3SF, United Kingdom

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.46B

Discretionary AUM

$2.46B

Team

72 total employees; 22 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2025-09-01

Disciplinary history

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Services

Portfolio management (individuals)Portfolio management (pooled vehicles)

Client types

Type	Clients	AUM
Individuals	1062	$1.27B
Pooled investment vehicles	13	$1.04B
Charitable organizations	35	$127.3M

All web addresses on file

Official SEC filing: View on IAPD