MCKEE & ASSOCIATES
CRD #109195 SEC #801-55305 IRVINE, CA 949-679-0056
SEC Registered
Total AUM
$18M
Discretionary
$18M
Employees
5
Clients
101
Accounts
122
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 13, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCKEE, JAMES, ANTHONY | I | PRESIDENT | E | Control |
| MERCURI, FRANK | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Dec 13, 2005 REGISTERED
Notice Filings (2)
CA TX
Address
19800 MACARTHUR BLVD. SUITE#680IRVINE, CA 92612
USA
Phone: 949-679-0056