Mccuen & Co Inc (San Diego)
Mccuen & Co Inc is a large advisory firm based in San Diego. It manages $305.92 million of regulatory assets for 184 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.
Mccuen & provides portfolio management for individuals and small businesses and business appraisal services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Mccuen &: assets under management
The assets under management (AUM) of Mccuen & Co Inc is $305.92 million. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in exchange traded securities the most. They account for 87% of the total AUM. The second-largest asset type is government bonds, which make up 7% of the firm’s portfolio. Investments in investment and business development companies form 3% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Mccuen & Co Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Michael Ray Whitehurst serves?
The firm provides services to individuals and high net worth individuals. The largest group of clients of Michael Ray Whitehurst is high net worth individuals with 45 clients and $289.77 million of assets under management. Among the 8 most similar advisory firms, Mccuen & has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $305.31 million for 83 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Mccuen & doesn't advise any private funds.
Careers at Mccuen & Co Inc
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael Ray Whitehurst has been acting as President since 1 Aug 1998. Daniel Jackson Reed joined the executive team most recently as the Vice President & Cco (Since 07/1998), Trustee Of The Daniel J. Reed And Feliza M. Reed Trust, Dated 1/8/2002.
Direct owners and executive officers
Based in San Diego
The principal office where Mccuen & Co Inc performs its advisory services is located at 450 B Street, San Diego, CA 92101, 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 619-239-3034 or by fax 619-239-0953. The normal business hours are 8 am to 4:30 pm on Monday - Friday.
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