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McDermott Investment Advisors, LLC

● SEC registered since 2014CRD 132221SEC# 801-79404Naples, FL
Export (members)
Reg. AUM
$211M
Employees
10
Accounts
709
Location
Naples, FL

McDermott Investment Advisors, LLC assets under management

McDermott Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Naples, FL. The firm has been registered since 2014. It reports $211 million in regulatory assets under management and employs 10 people.
www.mcdermottadvisors.comView on SEC.gov ↗

McDermott Investment Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Dean Patrick McDermott ControlManaging Member/Chief Compliance OfficerOver 75%2004
Kathleen Kovacs McDermottManaging DirectorUnder 5%2005

Frequently asked questions

How much does McDermott Investment Advisors, LLC manage?

McDermott Investment Advisors, LLC reports $211 million in regulatory assets under management on its Form ADV.

How many employees does McDermott Investment Advisors, LLC have?

McDermott Investment Advisors, LLC reports 10 employees.

Where is McDermott Investment Advisors, LLC located?

McDermott Investment Advisors, LLC is based in Naples, FL and has been SEC-registered since 2014.

Does McDermott Investment Advisors, LLC disclose fund performance?

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

Contact & registration

Address780 Fifth Avenue South, Suite 200, Naples, FL 34102
Phone(610) 882-1460
Office hoursBy Appointment Only
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$172.2M
Non-discretionary$38.9M
Total (RAUM)$211M