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MCCANN INVESTMENT MANAGEMENT LLC
CRD 315149
214 W. LOCKEFORD STREET, SUITE 9, LODI, CA, 95240, United States
Phone
209-339-1825
Fax
855-339-1825
Registration
— (—)
Source
State registered
Total AUM
$8.3M
Discretionary AUM
$8.3M
Team
1 total employees; 1 advisory reps; 19 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $5.4M |
| High net worth individuals | 4 | $2.9M |
All web addresses on file
Official SEC filing: View on IAPD