Sign in Sign up for free

Macdougall Allan (Delmont)


Macdougall Allan is a large advisory firm based in Delmont. It manages $232.84 million of regulatory assets for 365 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona and Pennsylvania.

Macdougall Allan provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Macdougall Allan: assets under management

The assets under management (AUM) of Macdougall Allan is $232.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $232.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $637.92 thousand each.
Macdougall Allan has custody of $85.8 million in cash and securities for 25 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Macdougall Allan for their services and products based on fixed fees and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Delmont

The principal office where Macdougall Allan performs its advisory services is located at 2364 Route 66, Delmont, PA 15626 The mailing address of the firm is 2364 Route 66, Delmont, PA 15626. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 724-468-1300 or by fax 724-468-1301. The normal business hours are 9-5 on Monday - Friday.


Registered investment advisers similar to Macdougall Allan