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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 28, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989DESHAREHOLDERD Control
THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989DESHAREHOLDERD Control
THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989DESHAREHOLDERD Control
THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989DESHAREHOLDERD Control
WHITEHURST, MICHAEL, RAYIPRESIDENTD Control
WHITEHURST, MICHAEL, RAYIPRESIDENTD Control
WHITEHURST, MICHAEL, RAYIPRESIDENTD Control
WHITEHURST, MICHAEL, RAYIPRESIDENTD Control
WHITEHURST, MICHAEL, RAYIPRESIDENTD Control
WHITEHURST, MICHAEL, RAYIPRESIDENTD Control
WHITEHURST, MICHAEL, RAYIPRESIDENTD Control
WHITEHURST, MICHAEL, RAYIPRESIDENTD Control
WHITEHURST, MICHAEL, RAYIPRESIDENTD Control
WHITEHURST, MICHAEL, RAYIPRESIDENTD Control
WHITEHURST, MICHAEL, RAYIPRESIDENTD Control
WHITEHURST, MICHAEL, RAYIPRESIDENTD Control
WHITEHURST, MICHAEL, RAYIPRESIDENTD Control
WHITEHURST, MICHAEL, RAYIPRESIDENT (SINCE 07/1998), TRUSTEE OF THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989D Control
WHITEHURST, MICHAEL, RAYIPRESIDENT (SINCE 07/1998), TRUSTEE OF THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989D Control
WHITEHURST, MICHAEL, RAYIPRESIDENTD Control
WHITEHURST, MICHAEL, RAYIPRESIDENT (SINCE 07/1998), TRUSTEE OF THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989D Control
WHITEHURST, MICHAEL, RAYIPRESIDENT (SINCE 07/1998), TRUSTEE OF THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989D Control
Whitehurst, Deborah, KayITRUSTEE OF THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989D Control
Whitehurst, Deborah, KayITRUSTEE OF THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989D Control
Whitehurst, Deborah, KayITRUSTEE OF THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989D Control
Whitehurst, Deborah, KayITRUSTEE OF THE MICHAEL R. WHITEHURST AND DEBORAH K. WHITEHURST TRUST, DATED 12/11/1989D Control
DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002DESHAREHOLDERC Control
DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002DESHAREHOLDERC Control
DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002DESHAREHOLDERC Control
DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002DESHAREHOLDERC Control
REED, DANIEL, JACKSONICHIEF COMPLIANCE OFFICERC
REED, DANIEL, JACKSONICHIEF COMPLIANCE OFFICERC
REED, DANIEL, JACKSONICHIEF COMPLIANCE OFFICERC
REED, DANIEL, JACKSONIVICE PRESIDENTC
REED, DANIEL, JACKSONICHIEF COMPLIANCE OFFICERC
REED, DANIEL, JACKSONICHIEF COMPLIANCE OFFICERC
REED, DANIEL, JACKSONICHIEF COMPLIANCE OFFICERC
REED, DANIEL, JACKSONICHIEF COMPLIANCE OFFICERC
REED, DANIEL, JACKSONICHIEF COMPLIANCE OFFICERC
REED, DANIEL, JACKSONICHIEF COMPLIANCE OFFICERC
REED, DANIEL, JACKSONICHIEF COMPLIANCE OFFICERC
REED, DANIEL, JACKSONICHIEF COMPLIANCE OFFICERC
REED, DANIEL, JACKSONICHIEF COMPLIANCE OFFICERC
REED, DANIEL, JACKSONIVICE PRESIDENT & CCO (SINCE 07/1998), TRUSTEE OF THE DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002C Control
REED, DANIEL, JACKSONIVICE PRESIDENT & CCO (SINCE 07/1998), TRUSTEE OF THE DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002C Control
REED, DANIEL, JACKSONICHIEF COMPLIANCE OFFICERC
REED, DANIEL, JACKSONIVICE PRESIDENT & CCO (SINCE 07/1998), TRUSTEE OF THE DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002C Control
REED, DANIEL, JACKSONIVICE PRESIDENT & CCO (SINCE 07/1998), TRUSTEE OF THE DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002C Control
Reed, Feliza, MerzaITRUSTEE OF THE DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002C Control
Reed, Feliza, MerzaITRUSTEE OF THE DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002C Control
Reed, Feliza, MerzaITRUSTEE OF THE DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002C Control
Reed, Feliza, MerzaITRUSTEE OF THE DANIEL J. REED AND FELIZA M. REED TRUST, DATED 1/8/2002C Control

Registrations

Federal

IA
Jan 28, 2020 REGISTERED

Notice Filings (2)

CA TX

Address

450 B STREET
SUITE 1400
SAN DIEGO, CA 92101
United States
Phone: 619-239-3034