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McGrath & Associates, Inc.

● SEC registered since 2022CRD 121197SEC# 801-125021Asheville, NC
Export (members)
Reg. AUM
$121.1M
Employees
3
Accounts
667
Location
Asheville, NC

McGrath & Associates, Inc. assets under management

McGrath & Associates, Inc. is an investment advisory firm registered with the SEC based in Asheville, NC. The firm has been registered since 2022. It reports $121.1 million in regulatory assets under management and employs 3 people.
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McGrath & Associates, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Nicole A. JohnsonSecretaryUnder 5%2011
Robert Edward Baschnagel ControlFinancial Advisor And Vice President10-25%2023
Susan Lee McGrath ControlPresident/ Chief Compliance OfficerOver 75%2002

Frequently asked questions

How much does McGrath & Associates, Inc. manage?

McGrath & Associates, Inc. reports $121.1 million in regulatory assets under management on its Form ADV.

How many employees does McGrath & Associates, Inc. have?

McGrath & Associates, Inc. reports 3 employees.

Where is McGrath & Associates, Inc. located?

McGrath & Associates, Inc. is based in Asheville, NC and has been SEC-registered since 2022.

Does McGrath & Associates, Inc. disclose fund performance?

McGrath & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12a Bay Street, Asheville, NC 28801
Phone828-252-8228
Fax828-252-8225
Office hours9:00-4:30
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$121.1M
Non-discretionary$0
Total (RAUM)$121.1M