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MCCARTHY ASSET MANAGEMENT, INC.

CRD 118285 · SEC 801-60897

Visit website

3 LAGOON DRIVE, SUITE 155, REDWOOD SHORES, CA, 94065, United States

Phone

(650) 610-9540

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$422.4M

Discretionary AUM

$422.4M

Team

4 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals49$45.8M
High net worth individuals169$376.6M

States served

AZ, CA, NE, NV, TX

All web addresses on file

Official SEC filing: View on IAPD