MCGOWAN & CO LLP
CRD #108736 SEC #801-56326 BRYN MAWR, PA 610-520-2400
SEC Registered
Total AUM
$575.4M
Discretionary
$3.1M
Employees
3
Clients
0
Accounts
238
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $575.4M | $3.1M | $572.3M | 3 | 238 |
| Mar 2025 | $575.4M | $3.1M | $572.3M | 3 | 238 |
| Mar 2024 | $485M | $3M | $482M | 3 | 236 |
| Mar 2023 | $414.5M | $4.1M | $410.4M | 3 | 235 |
| Aug 2022 | $486.3M | $4.6M | $481.7M | 3 | 235 |
| Mar 2022 | $486.3M | $4.6M | $481.7M | 3 | 235 |
| Mar 2021 | $413.9M | $4.3M | $409.6M | 3 | 228 |
| May 2020 | $361.7M | $2.5M | $359.2M | 3 | 228 |
| Mar 2020 | $361.7M | $2.5M | $359.2M | 3 | 228 |
| Mar 2020 | $361.7M | $2.5M | $359.2M | 3 | 228 |
| Mar 2019 | $307.8M | $1.2M | $306.6M | 3 | 228 |
| Mar 2018 | $319.4M | $1.6M | $317.8M | 3 | 236 |
| Feb 2017 | $284.8M | $1.4M | $283.4M | 3 | 200 |
| Mar 2016 | $248.8M | $371.3K | $248.5M | 3 | 200 |
| Mar 2015 | $240.8M | $476.6K | $240.4M | 3 | 200 |
| Jan 2015 | $214.3M | $202.7K | $214.1M | 3 | 200 |
| Oct 2014 | $214.3M | $202.7K | $214.1M | 3 | 200 |
| Jun 2014 | $214.3M | $202.7K | $214.1M | 3 | 200 |
| Mar 2014 | $214.3M | $202.7K | $214.1M | 3 | 200 |
| Mar 2013 | $181.3M | $189.9K | $181.2M | 3 | 200 |
| Mar 2012 | $163.3M | $188.2K | $163.1M | 1 | 200 |
| Jan 2008 | $138.9M | $0 | $138.9M | 5 | -- |
| Mar 2007 | $130M | $0 | $130M | 5 | -- |
| Jan 2006 | $109.2M | $0 | $109.2M | 5 | -- |
| Jan 2005 | $97.2M | $0 | $97.2M | 5 | -- |
| Jan 2004 | $71.6M | $0 | $71.6M | 5 | -- |
DateMar 2025
Total AUM$575.4M
Discretionary$3.1M
Non-Disc.$572.3M
Employees3
Clients238
DateMar 2025
Total AUM$575.4M
Discretionary$3.1M
Non-Disc.$572.3M
Employees3
Clients238
DateMar 2024
Total AUM$485M
Discretionary$3M
Non-Disc.$482M
Employees3
Clients236
DateMar 2023
Total AUM$414.5M
Discretionary$4.1M
Non-Disc.$410.4M
Employees3
Clients235
DateAug 2022
Total AUM$486.3M
Discretionary$4.6M
Non-Disc.$481.7M
Employees3
Clients235
DateMar 2022
Total AUM$486.3M
Discretionary$4.6M
Non-Disc.$481.7M
Employees3
Clients235
DateMar 2021
Total AUM$413.9M
Discretionary$4.3M
Non-Disc.$409.6M
Employees3
Clients228
DateMay 2020
Total AUM$361.7M
Discretionary$2.5M
Non-Disc.$359.2M
Employees3
Clients228
DateMar 2020
Total AUM$361.7M
Discretionary$2.5M
Non-Disc.$359.2M
Employees3
Clients228
DateMar 2020
Total AUM$361.7M
Discretionary$2.5M
Non-Disc.$359.2M
Employees3
Clients228
DateMar 2019
Total AUM$307.8M
Discretionary$1.2M
Non-Disc.$306.6M
Employees3
Clients228
DateMar 2018
Total AUM$319.4M
Discretionary$1.6M
Non-Disc.$317.8M
Employees3
Clients236
DateFeb 2017
Total AUM$284.8M
Discretionary$1.4M
Non-Disc.$283.4M
Employees3
Clients200
DateMar 2016
Total AUM$248.8M
Discretionary$371.3K
Non-Disc.$248.5M
Employees3
Clients200
DateMar 2015
Total AUM$240.8M
Discretionary$476.6K
Non-Disc.$240.4M
Employees3
Clients200
DateJan 2015
Total AUM$214.3M
Discretionary$202.7K
Non-Disc.$214.1M
Employees3
Clients200
DateOct 2014
Total AUM$214.3M
Discretionary$202.7K
Non-Disc.$214.1M
Employees3
Clients200
DateJun 2014
Total AUM$214.3M
Discretionary$202.7K
Non-Disc.$214.1M
Employees3
Clients200
DateMar 2014
Total AUM$214.3M
Discretionary$202.7K
Non-Disc.$214.1M
Employees3
Clients200
DateMar 2013
Total AUM$181.3M
Discretionary$189.9K
Non-Disc.$181.2M
Employees3
Clients200
DateMar 2012
Total AUM$163.3M
Discretionary$188.2K
Non-Disc.$163.1M
Employees1
Clients200
DateJan 2008
Total AUM$138.9M
Discretionary$0
Non-Disc.$138.9M
Employees5
Clients--
DateMar 2007
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees5
Clients--
DateJan 2006
Total AUM$109.2M
Discretionary$0
Non-Disc.$109.2M
Employees5
Clients--
DateJan 2005
Total AUM$97.2M
Discretionary$0
Non-Disc.$97.2M
Employees5
Clients--
DateJan 2004
Total AUM$71.6M
Discretionary$0
Non-Disc.$71.6M
Employees5
Clients--