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MCGRATH WEALTHCARE, LLC
CRD 167226
162 PROSPECT HILL ROAD, BREWSTER, NY, 10509, United States
Phone
845 582 7004
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 182 | $0 |
| High net worth individuals | 30 | $0 |
Official SEC filing: View on IAPD