DOUGLAS A. MCCLENNEN IA

DOUGLAS ADAMS MCCLENNEN

CRD 142602 · SEC 801-72057

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$78.2M

Discretionary AUM

$75.0M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Hourly charges

Org form

Sole Proprietorship

Filing date

2023-08-07

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	16	$3.0M
High net worth individuals	13	$75.2M

All web addresses on file

HTTP://WWW.THE-WISE-INVESTOR.COM

Official SEC filing: View on IAPD