PPrivate Fund Data Log in Join · $37/mo

McS Financial Advisors LLC

● SEC registered since 1990CRD 106327SEC# 801-36692
Export (members)
Reg. AUM
$156.8M
Employees
2
Accounts
216
Location

McS Financial Advisors LLC assets under management

McS Financial Advisors LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 1990. It reports $156.8 million in regulatory assets under management and employs 2 people.

McS Financial Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Jeffrey B Yamada ControlChief Compliance OfficerUnder 5%2009
Michael Charles Stalker ControlPresidentUnder 5%1990
The Restated Stalker Family Tr; Michael Stalker and Deborah Stalker, Trustees ControlSole MemberOver 75%2013

Frequently asked questions

How much does McS Financial Advisors LLC manage?

McS Financial Advisors LLC reports $156.8 million in regulatory assets under management on its Form ADV.

How many employees does McS Financial Advisors LLC have?

McS Financial Advisors LLC reports 2 employees.

Does McS Financial Advisors LLC disclose fund performance?

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

Contact & registration

Phone541-345-7023
Fax541-345-9871
Office hours8:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$156.7M
Non-discretionary$67K
Total (RAUM)$156.8M