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MCWILLIAMS ASSET MANAGEMENT INC.
CRD 331404
1645 MILAN WAY, SAN MARCOS, CA, 92078, United States
Phone
858-228-0618
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.0M
Discretionary AUM
$3.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-09-04
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $3.0M |
Official SEC filing: View on IAPD