RIA Intelligence

MCCARTHY ASSET MANAGEMENT, INC.

CRD #118285 SEC #801-60897 REDWOOD SHORES, CA (650) 610-9540
SEC Registered
Total AUM
$377.9M
Discretionary
$377.9M
Employees
4
Clients
51
Accounts
829

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 8, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALHORN, WILLIAM, BERTILICHIEF COMPLIANCE OFFICERNA
ALHORN, WILLIAM, BERTILICCONA
ALHORN, WILLIAM, BERTILICHIEF COMPLIANCE OFFICERNA
ALHORN, WILLIAM, BERTILICHIEF COMPLIANCE OFFICERNA
ALHORN, WILLIAM, BERTILICCONA
ALHORN, WILLIAM, BERTILICCONA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BERTOLUCCI, ANTHONY, JOHNIDIRECTOR OF COMPLIANCENA
BULANKOV, ALEXEYIDIRECTOR OF BUSINESS DEVELOPMENTNA
BULANKOV, ALEXEYIDIRECTOR OF BUSINESS DEVELOPMENTNA
BULANKOV, ALEXEYIDIRECTOR OF BUSINESS DEVELOPMENTNA
BULANKOV, ALEXEYIDIRECTOR OF BUSINESS DEVELOPMENTNA
BULANKOV, ALEXEYIDIRECTOR OF BUSINESS DEVELOPMENTNA
BULANKOV, ALEXEYIDIRECTOR OF BUSINESS DEVELOPMENTNA
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENTE Control
MCCARTHY, STEPHEN, PETERIPRESIDENTE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEPHEN, PETERIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
MCCARTHY, STEVE, PETERISOLE PROPRIETORE Control
MCCARTHY, STEVE, PETERISOLE PROPRIETORE Control
MCCARTHY, STEVE, PETERISOLE PROPRIETORE Control
MCCARTHY, STEVE, PETERISOLE PROPRIETORE Control

Registrations

Federal

IA
Mar 8, 2025 REGISTERED

Notice Filings (6)

AZ CA NE NV TX VT

Address

3 LAGOON DRIVE, SUITE 155
REDWOOD SHORES, CA 94065
United States
Phone: (650) 610-9540