Mcginn Investment Management Inc is a related adviser based in Alexandria. It manages $77.05 million of regulatory assets for 227 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, District of Columbia, Maryland, and Virginia.
Mcginn Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mcginn Investment Management Inc is $77.05 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Mcginn Investment Management Inc 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.
The firm provides services to investment companies and high net worth individuals. The largest group of clients of Paul G. Pizzani is high net worth individuals with 226 clients and $51.06 million of assets under management. Among the 3 most similar advisory firms, Mcginn Investment Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $77.05 million for 227 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.
Mcginn Investment Management doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 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.
Paul G. Pizzani has been acting as President since 1 Jan 1993. John W Timmons joined the executive team most recently as the Director.
The principal office where Mcginn Investment Management Inc performs its advisory services is located at 277 S. Washington Street, Alexandria, VA 22314, 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 703-548-2555 or by fax 703-548-2556. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at mcginninvests.com.