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MC INVESTMENTS & ADVISORY LLC
CRD 333853
1633 BAYSHORE HWY, SUITE 222, BURLINGAME, CA, 94010, United States
Phone
415-909-8802
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$4.0M
Discretionary AUM
$4.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $4.0M |
Official SEC filing: View on IAPD