McCarthy Asset Management, Inc.

EST. AUM
$422,403,865

CONTACTS

CLIENT ACCOUNTS
832

Firm Details

Metro area San Francisco
CRD Number 118285
Website mamportfolios.com
Client types

Overview

McCarthy Asset Management, Inc. is a Redwood Shores, California-based SEC-registered investment adviser and independent fee-only financial planning and investment advisory firm founded in 1999. The firm creates and manages customized portfolios using each client’s objectives, time horizon, risk tolerance, cash-flow needs, and financial situation, with an emphasis on comprehensive financial and tax planning.

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

McCarthy Asset Management, Inc.

Platform Details

Investment Preferences

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Address

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