Mcconnell Asset Management LLC (Atlanta)

Name: Mcconnell Asset Management LLC
Address: 6700 Vernon Woods Drive, Atlanta, GA, 30328
Telephone: 404-437-7420

Mcconnell Asset Management LLC is an investment adviser to an investment company based in Atlanta. It manages $1.14 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005.

Mcconnell Asset Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcconnell Asset Management: assets under management

The assets under management (AUM) of Mcconnell Asset Management LLC is $1.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1038% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.14 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mcconnell Asset Management LLC for their services and products based on a percentage of assets under management. 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.

Careers at Mcconnell Asset Management LLC

James M Llewellyn has been acting as President since 1 Apr 2004. Mark Garlinghouse joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James M Llewellyn	President	1 Apr 2004	75% - 100%	3188604
Mark Garlinghouse	Member	1 Apr 2004	Other	4948581
Mizuho Llewellyn	Treasurer	1 Apr 2004	Other	4948585
James Mcconnell Llewellyn	President, chief compliance officer	1 Apr 2004	75% - 100%	3188604

Based in Atlanta

The principal office where Mcconnell Asset Management LLC performs its advisory services is located at 6700 Vernon Woods Drive, Atlanta, GA 30328 The mailing address of the firm is Po Box 468507, Atlanta, GA 31146. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-437-7420. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.worldcommodityfunds.com.