PPrivate Fund Data Log in Join · $37/mo

McGowan Group Asset Management, Inc.

● SEC registered since 2010CRD 154127SEC# 801-71582Dallas, TX
Export (members)
Reg. AUM
$996.7M
Employees
10
Accounts
2,050
Location
Dallas, TX

McGowan Group Asset Management, Inc. assets under management

McGowan Group Asset Management, Inc. is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2010. It reports $996.7 million in regulatory assets under management and employs 10 people.
www.linkedin.com/company/mcgowangroup-asset-managementView on SEC.gov ↗

McGowan Group Asset Management, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Ismael Lee SanchezChief Compliance OfficerUnder 5%2014
McGowan Group Wealth Management, LLC ControlOwnerOver 75%2022
Spencer Dean McGowan ControlPresidentOver 75%2010
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does McGowan Group Asset Management, Inc. manage?

McGowan Group Asset Management, Inc. reports $996.7 million in regulatory assets under management on its Form ADV.

How many employees does McGowan Group Asset Management, Inc. have?

McGowan Group Asset Management, Inc. reports 10 employees.

Where is McGowan Group Asset Management, Inc. located?

McGowan Group Asset Management, Inc. is based in Dallas, TX and has been SEC-registered since 2010.

Does McGowan Group Asset Management, Inc. disclose fund performance?

McGowan Group Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Crescent Court, #1776, Dallas, TX 75201
Phone214-720-4400
Fax214-720-4420
Office hours7:45 a.m. To 4:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1633227
Discloses disciplinary historyNo

Assets under management

Discretionary$915.8M
Non-discretionary$80.9M
Total (RAUM)$996.7M