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MACLEAN CAPITAL ADVISORS, LLC
CRD 156978 · SEC 801-121021
74900 US HIGHWAY 111, STE 224, INDIAN WELLS, CA, 92210, United States
Phone
760-636-4593
Fax
760-636-4594
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$222.1M
Discretionary AUM
$222.1M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $32.1M |
| High net worth individuals | 66 | $182.3M |
| Pension/profit sharing plans | 3 | $6.3M |
| Charitable organizations | 1 | $1.4M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD