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McLean Asset Management Corporation

● SEC registered since 1998CRD 108067SEC# 801-55363Tysons, VA
Export (members)
Reg. AUM
$819.2M
Employees
26
Accounts
1,435
Location
Tysons, VA

McLean Asset Management Corporation assets under management

McLean Asset Management Corporation is a registered investment adviser overseen by the SEC based in Tysons, VA. The firm has been registered since 1998. It reports $819.2 million in regulatory assets under management and employs 26 people.
www.linkedin.com/company/mclean-asset-management-corporationView on SEC.gov ↗

McLean Asset Management Corporation owners & executives

6 reported
NameTitleOwnershipSince
Alejandro Murguia ControlManaging Principal25-50%2014
Dean Takayuki Umemoto ControlManaging Principal10-25%1984
Jessica Noelle WunderPrincipalUnder 5%2020
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Frequently asked questions

How much does McLean Asset Management Corporation manage?

McLean Asset Management Corporation reports $819.2 million in regulatory assets under management on its Form ADV.

How many employees does McLean Asset Management Corporation have?

McLean Asset Management Corporation reports 26 employees.

Where is McLean Asset Management Corporation located?

McLean Asset Management Corporation is based in Tysons, VA and has been SEC-registered since 1998.

Does McLean Asset Management Corporation disclose fund performance?

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

Contact & registration

Address1900 Gallows Road, Suite 350, Tysons, VA 22182
Phone703-827-0636
Fax703-556-8628
Office hours9 a.m. To 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1833140
Discloses disciplinary historyNo

Assets under management

Discretionary$811.5M
Non-discretionary$7.7M
Total (RAUM)$819.2M