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MacLean Capital Advisors, LLC

● SEC registered since 2021CRD 156978SEC# 801-121021Indian Wells, CA
Export (members)
Reg. AUM
$201.4M
Employees
3
Accounts
388
Location
Indian Wells, CA

MacLean Capital Advisors, LLC assets under management

MacLean Capital Advisors, LLC operates as an SEC-registered investment adviser based in Indian Wells, CA. The firm has been registered since 2021. It reports $201.4 million in regulatory assets under management and employs 3 people.

MacLean Capital Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brette Helbig MacLean ControlChief Compliance Officer And Vice President50-75%2011
Christian A MacLean ControlManaging Member50-75%2011

Frequently asked questions

How much does MacLean Capital Advisors, LLC manage?

MacLean Capital Advisors, LLC reports $201.4 million in regulatory assets under management on its Form ADV.

How many employees does MacLean Capital Advisors, LLC have?

MacLean Capital Advisors, LLC reports 3 employees.

Where is MacLean Capital Advisors, LLC located?

MacLean Capital Advisors, LLC is based in Indian Wells, CA and has been SEC-registered since 2021.

Does MacLean Capital Advisors, LLC disclose fund performance?

MacLean Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address74900 US Highway 111, Ste 224, Indian Wells, CA 92210
Phone760-636-4593
Fax760-636-4594
Office hours8:00 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$201.4M
Non-discretionary$0
Total (RAUM)$201.4M