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Susan Lee McGrath

President/ Chief Compliance OfficerMcGrath & Associates, Inc.CRD 4486875

About Susan Lee McGrath

Susan Lee McGrath is listed as President/ Chief Compliance Officer at McGrath & Associates, Inc. in Asheville, NC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of McGrath & Associates, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Susan Lee McGrath work?

Susan Lee McGrath is listed as President/ Chief Compliance Officer at McGrath & Associates, Inc. on SEC Form ADV.

How much of McGrath & Associates, Inc. does Susan Lee McGrath own?

Form ADV reports a beneficial ownership band of Over 75%.

McGrath & Associates, Inc.

TitlePresident/ Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2002