MCCULLOUGH & ASSOCIATES LLC
CRD #133794 SEC #801-63826 SAN FRANCISCO, CA 415-956-8700
SEC Registered
Total AUM
$102.5M
Discretionary
$102.5M
Employees
6
Clients
--
Accounts
85
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2012
- 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 |
|---|---|---|---|---|
| HARRISON, MARYANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, MARYANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, MARYANN, FERGUSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, MARYANN, FERGUSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, MARYANN, FERGUSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, MARYANN, FERGUSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, MARYANN, FERGUSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, MARYANN, FERGUSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, MARYANN, FERGUSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, MARYANN, FERGUSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, MARYANN, FERGUSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, MARYANN, FERGUSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIATRAK, LEON, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIATRAK, LEON, ADAM | I | MANAGING MEMBER | NA | Control |
| WIATRAK, LEON, ADAM | I | MANAGING MEMBER | NA | Control |
| WIATRAK, LEON, ADAM | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WIATRAK, LEON, ADAM | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WIATRAK, LEON, ADAM | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WIATRAK, LEON, ADAM | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WIATRAK, LEON, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WIATRAK, LEON, ADAM | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WIATRAK, LEON, ADAM | I | MANAGING MEMBER | NA | Control |
| WIATRAK, LEON, ADAM | I | MANAGING MEMBER | NA | Control |
| WIATRAK, LEON, ADAM | I | MANAGING MEMBER | NA | Control |
| WIATRAK, LEON, ADAM | I | MANAGING MEMBER | NA | Control |
| WIATRAK, LEON, ADAM | I | MANAGING MEMBER | NA | Control |
| WIATRAK, LEON, ADAM | I | MANAGING MEMBER | NA | Control |
| WIATRAK, LEON, ADAM | I | MANAGING MEMBER | NA | Control |
| WIATRAK, LEON, ADAM | I | MANAGING MEMBER | NA | Control |
| WIATRAK, LEON, ADAM | I | MANAGING MEMBER | NA | Control |
| WIATRAK, LEON, ADAM | I | MANAGING MEMBER | NA | Control |
| LEON A. WIATRAK TRUST | DE | MEMBER | E | Control |
| LEON A. WIATRAK TRUST | DE | MEMBER | E | Control |
| LEON A. WIATRAK TRUST | DE | MEMBER | E | Control |
| LEON A. WIATRAK TRUST | DE | MEMBER | E | Control |
| LEON A. WIATRAK TRUST | DE | MEMBER | E | Control |
| LEON A. WIATRAK TRUST | DE | MEMBER | E | Control |
| LEON A. WIATRAK TRUST | DE | MEMBER | E | Control |
| LEON A. WIATRAK TRUST | DE | MEMBER | E | Control |
| LEON A. WIATRAK TRUST | DE | MEMBER | E | Control |
| LEON A. WIATRAK TRUST | DE | MEMBER | E | Control |
| LEON A. WIATRAK TRUST | DE | MEMBER | E | Control |
| LEON A. WIATRAK TRUST | DE | MEMBER | E | Control |
| MCCULLOUGH, BARBARA, C | I | EXECUTOR OF THE ESTATE | E | Control |
| MCCULLOUGH, BARBARA, C | I | MEMBER AND EXECUTOR OF THE ESTATE OF ROBERT F. MCCULLOUGH | E | Control |
| MCCULLOUGH, ROBERT, FRANCIS | I | MANAGER | E | Control |
| MCCULLOUGH, ROBERT, FRANCIS | I | MANAGER | E | Control |
| MCCULLOUGH, ROBERT, FRANCIS | I | MANAGER | E | Control |
| LEON A. WIATRAK TRUST | DE | MEMBER | D | Control |
| ESTATE OF ROBERT F. MCCULLOUGH | DE | MEMBER | C | Control |
| ESTATE OF ROBERT F. MCCULLOUGH | DE | MEMBER | C | Control |
| LEON A. WIATRAK TRUST | DE | MEMBER | C | Control |
| LEON A. WIATRAK TRUST | DE | MEMBER | C | Control |
| MCCULLOUGH FAMILY TRUST | DE | MEMBER | C | Control |
| MAVIS K. SONNIER REVOCABLE TRUST | DE | MEMBER | B | Control |
| MAVIS K. SONNIER REVOCABLE TRUST | DE | MEMBER | B | Control |
| MCCULLOUGH FAMILY TRUST | DE | MEMBER | B | Control |
| MCCULLOUGH FAMILY TRUST | DE | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MCCULLOUGH, BARBARA, C | I | MCCULLOUGH FAMILY TRUST | F | Control |
| MCCULLOUGH, BARBARA, C | I | MCCULLOUGH FAMILY TRUST | F | Control |
| MCCULLOUGH, BARBARA, C | I | ESTATE OF ROBERT F. MCCULLOUGH | F | Control |
| MCCULLOUGH, BARBARA, C | I | ESTATE OF ROBERT F. MCCULLOUGH | F | Control |
| MCCULLOUGH, BARBARA, C | I | MCCULLOUGH FAMILY TRUST | F | Control |
| SONNIER, MAVIS, K | I | MAVIS K. SONNIER REVOCABLE TRUST | F | Control |
| SONNIER, MAVIS, K | I | MAVIS K. SONNIER REVOCABLE TRUST | F | Control |
| WIATRAK, LEON, ADAM | I | LEON A. WIATRAK TRUST | F | Control |
| WIATRAK, LEON, ADAM | I | LEON A. WIATRAK TRUST | F | Control |
| WIATRAK, LEON, ADAM | I | LEON A. WIATRAK TRUST | F | Control |
| WIATRAK, LEON, ADAM | I | LEON A. WIATRAK TRUST | F | Control |
| WIATRAK, LEON, ADAM | I | LEON A. WIATRAK TRUST | F | Control |
| WIATRAK, LEON, ADAM | I | LEON A. WIATRAK TRUST | F | Control |
| WIATRAK, LEON, ADAM | I | LEON A. WIATRAK TRUST | F | Control |
| WIATRAK, LEON, ADAM | I | LEON A. WIATRAK TRUST | F | Control |
| WIATRAK, LEON, ADAM | I | LEON A. WIATRAK TRUST | F | Control |
| WIATRAK, LEON, ADAM | I | LEON A. WIATRAK TRUST | F | Control |
| WIATRAK, LEON, ADAM | I | LEON A. WIATRAK TRUST | F | Control |
| WIATRAK, LEON, ADAM | I | LEON A. WIATRAK TRUST | F | Control |
| WIATRAK, LEON, ADAM | I | LEON A. WIATRAK TRUST | F | Control |
| WIATRAK, LEON, ADAM | I | LEON A. WIATRAK TRUST | F | Control |
| WIATRAK, LEON, ADAM | I | LEON A. WIATRAK TRUST | F | Control |
Registrations
Federal
IA
Mar 29, 2012 REGISTERED
Notice Filings (1)
CA
Address
101 CALIFORNIA STREETSUITE 3260
SAN FRANCISCO, CA 94111-5844
United States
Phone: 415-956-8700