Mccarley & Cook LLC

EST. AUM
$140,990,162

CONTACTS
2

CLIENT ACCOUNTS
612

Firm Details

Metro area Cincinnati
CRD Number 310087
Website mccarleycook.com
Client types

Overview

McCarley & Cook LLC is a Cincinnati-based Registered Investment Advisor (RIA) specializing in personalized financial planning and investment management, particularly for individuals and families approaching or in retirement. Founded in 2017 and SEC-registered since 2022, the firm manages approximately $140 million in assets across 161 clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Mccarley & Cook LLC

Platform Details

Investment Preferences

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Address

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