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The McNeill Financial Group, LLC

● SEC registered since 2024CRD 154517SEC# 801-129522Saratoga Springs, NY
Export (members)
Reg. AUM
$36.6M
Employees
1
Accounts
92
Location
Saratoga Springs, NY

The McNeill Financial Group, LLC assets under management

The McNeill Financial Group, LLC is an investment advisory firm registered with the SEC based in Saratoga Springs, NY. The firm has been registered since 2024. It reports $36.6 million in regulatory assets under management and employs 1 people.
www.mcneillcapital.comView on SEC.gov ↗

The McNeill Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Adam David MC Neill ControlPresident, CcoOver 75%2010

Frequently asked questions

How much does The McNeill Financial Group, LLC manage?

The McNeill Financial Group, LLC reports $36.6 million in regulatory assets under management on its Form ADV.

How many employees does The McNeill Financial Group, LLC have?

The McNeill Financial Group, LLC reports 1 employees.

Where is The McNeill Financial Group, LLC located?

The McNeill Financial Group, LLC is based in Saratoga Springs, NY and has been SEC-registered since 2024.

Does The McNeill Financial Group, LLC disclose fund performance?

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

Contact & registration

Address125 High Rock Avenue, Suite 202, Saratoga Springs, NY 12866
Phone518-364-7899
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$36.6M
Non-discretionary$0
Total (RAUM)$36.6M