PPrivate Fund Data Log in Join · $37/mo

McW Financial, Inc.

● SEC registered since 2021CRD 157609SEC# 801-121337Crescent Springs, KY
Export (members)
Reg. AUM
$134.7M
Employees
4
Accounts
263
Location
Crescent Springs, KY

McW Financial, Inc. assets under management

McW Financial, Inc. is an investment advisory firm registered with the SEC based in Crescent Springs, KY. The firm has been registered since 2021. It reports $134.7 million in regulatory assets under management and employs 4 people.
www.facebook.com/rpmadvisoryView on SEC.gov ↗

McW Financial, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Michael Charles Weber ControlPresident And Chief Compliance OfficerOver 75%1997

Frequently asked questions

How much does McW Financial, Inc. manage?

McW Financial, Inc. reports $134.7 million in regulatory assets under management on its Form ADV.

How many employees does McW Financial, Inc. have?

McW Financial, Inc. reports 4 employees.

Where is McW Financial, Inc. located?

McW Financial, Inc. is based in Crescent Springs, KY and has been SEC-registered since 2021.

Does McW Financial, Inc. disclose fund performance?

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

Contact & registration

Address634 Buttermilk Pike, Crescent Springs, KY 41017-1302
Phone(859) 578-2200
Fax(859) 578-2206
Office hours8:00 A.M - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$131.2M
Non-discretionary$3.4M
Total (RAUM)$134.7M