Mclaughlin Ryder Investments, Inc. (Alexandria)

Name: Mclaughlin Ryder Investments, Inc.
Address: 1421 Prince Street, Alexandria, VA, 22314
Telephone: 703-684-9222

Mclaughlin Ryder Investments, Inc. is a large advisory firm based in Alexandria. It manages $153.73 million of regulatory assets for 285 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Maryland and Virginia.

Mclaughlin Ryder Investments provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mclaughlin Ryder Investments: assets under management

The assets under management (AUM) of Mclaughlin Ryder Investments, Inc. is $153.73 million. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in investment and business development companies the most. They account for 85% of the total AUM. The second-largest asset type is exchange traded securities, which make up 10% of the firm’s portfolio. Investments in cash and cash equivalents form 5% of the total invested assets.

Fees & Commissions

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

What kind of clients Mclaughlin Ryder Investments serves?

The firm provides services to individuals, charitable organizations, and pension and profit sharing plans. The largest group of clients of Mclaughlin Ryder Investments is individuals with 258 clients and $113.3 million of assets under management. Among the 9 most similar advisory firms, Mclaughlin Ryder Investments has the 3rd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $153.73 million for 285 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.

Mclaughlin Ryder Investments doesn't advise any private funds.

Careers at Mclaughlin Ryder Investments, Inc.

The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 4 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Shawn Patrick Mclaughlin	Ceo / cco	1 Oct 2010	Other	1232710
Scott Albert Grebenstein	Cfo / finop	1 Oct 2010	Other	1507126
Mclaughlin Investments Llc	Parent company	1 Oct 2010	75% - 100%	51-1488555

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Shawn Patrick Mclaughlin	Sole member of parent company llc	1 Nov 2003	75% - 100%	1232710

Based in Alexandria

The principal office where Mclaughlin Ryder Investments, Inc. performs its advisory services is located at 1421 Prince 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 703-684-9222 or by fax 703-684-9224. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at mclaughlinryder.com.