Adviser Profile
| As of Date | 03/12/2025 |
| Registration status | Registration Changed to MCKINLEY MONEY, LLC |
| ADV Location | EAU-CLAIRE, WI, United States |
| Contact Info | (71 xxxxxxx |
| Websites |
| AUM* | 134,817,362 27% |
| of that, discretionary | 125,678,279 28% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 251,525 52% |
| % High Net Worth | 38.16% 17% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds