RIA Intelligence

MCCUEN & CO INC

CRD #107305 SEC #801-9157 SAN DIEGO, CA 619-239-3034
SEC Registered
Total AUM
$290.8M
Discretionary
$126.1M
Employees
2
Clients
--
Accounts
91

AUM Over Time

DateJan 2020
Total AUM$290.8M
Discretionary$126.1M
Non-Disc.$164.8M
Employees2
Clients0
DateAug 2019
Total AUM$305.9M
Discretionary$147.3M
Non-Disc.$158.6M
Employees2
Clients0
DateMar 2019
Total AUM$305.9M
Discretionary$147.3M
Non-Disc.$158.6M
Employees2
Clients0
DateMar 2019
Total AUM$305.9M
Discretionary$147.3M
Non-Disc.$158.6M
Employees2
Clients0
DateOct 2018
Total AUM$337.9M
Discretionary$153.2M
Non-Disc.$184.7M
Employees2
Clients0
DateMar 2018
Total AUM$337.9M
Discretionary$153.2M
Non-Disc.$184.7M
Employees2
Clients0
DateMar 2017
Total AUM$294.2M
Discretionary$132.9M
Non-Disc.$161.3M
Employees2
Clients26
DateMar 2016
Total AUM$262.8M
Discretionary$102M
Non-Disc.$160.8M
Employees2
Clients26
DateMar 2015
Total AUM$296.9M
Discretionary$97.5M
Non-Disc.$199.4M
Employees2
Clients26
DateMar 2014
Total AUM$263M
Discretionary$92.6M
Non-Disc.$170.3M
Employees2
Clients26
DateMar 2013
Total AUM$206.9M
Discretionary$74.2M
Non-Disc.$132.6M
Employees2
Clients26
DateMar 2013
Total AUM$206.9M
Discretionary$74.2M
Non-Disc.$132.6M
Employees2
Clients26
DateJan 2013
Total AUM$186M
Discretionary$48M
Non-Disc.$138M
Employees2
Clients26
DateMar 2012
Total AUM$186M
Discretionary$48M
Non-Disc.$138M
Employees1
Clients26
DateJan 2008
Total AUM$321M
Discretionary$60M
Non-Disc.$261M
Employees5
Clients--
DateFeb 2007
Total AUM$342.1M
Discretionary$70.1M
Non-Disc.$272M
Employees5
Clients--
DateSep 2005
Total AUM$371.8M
Discretionary$76.5M
Non-Disc.$295.3M
Employees5
Clients--
DateApr 2002
Total AUM$284.5M
Discretionary$49.1M
Non-Disc.$235.4M
Employees5
Clients--