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Mccarthy J Michael Financial Advisor Inc (Atlanta)


Mccarthy J Michael Financial Advisor Inc is a mid-sized advisory firm based in Atlanta. It manages $62.77 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.

Mccarthy J Michael Financial Advisor provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and financial consulting-business. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mccarthy J Michael Financial Advisor: assets under management

The assets under management (AUM) of Mccarthy J Michael Financial Advisor Inc is $62.77 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $62.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.46 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mccarthy J Michael Financial Advisor Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Atlanta

The principal office where Mccarthy J Michael Financial Advisor Inc performs its advisory services is located at 665 Eaton Place, Atlanta, GA 30350, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-396-5038 or by fax 678-302-6409. The normal business hours are 8:30am-5:30pm on Monday - Friday.


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