Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
San Rafael, CA, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$750,000,000.00
Gross Revenue
$2,400,000.00
# of Accounts
1,500
Avg Client Age
60
Overview

McClurg Capital is a 33 year-old hybrid broker/dealer and RIA with premium clearing through Pershing/BNY. We offer an enviable array of products and services to compete with the major banks or wirehouses. RIAs enjoy turnkey support from our world class advisory platform providing performance reporting, billing notifications and collections, compliance support and more. McClurg Capital has its own proprietary corporate and municipal bond desk, with significant participation in the California municipal bond markets to attract a high net worth clientele. We welcome those investment professionals who wish to join us as an employee or as an independent contractor building his or her own branded business.
Our firm is seeking growth opportunities through acquisition or partnership with registered reps, RIAs, or other broker/dealers that want to participate in our vision for growth. Let's make something big.

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