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Mccarthy, Stephen Peter (San Mateo)


Mccarthy, Stephen Peter is a large advisory firm based in San Mateo. It manages $57.39 million of regulatory assets for 463 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.

Mccarthy, Stephen Peter provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mccarthy, Stephen Peter: assets under management

The assets under management (AUM) of Mccarthy, Stephen Peter is $57.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $57.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $123.95 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mccarthy, Stephen Peter for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Mateo

The principal office where Mccarthy, Stephen Peter performs its advisory services is located at 1900 O'farrell Street, San Mateo, CA 94403, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-638-0667 or by fax 650-638-0222. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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