MCDERMOTT ADVISORY GROUP, LLC
CRD #138768 SEC #801-79723 WILMINGTON, DE 302-778-5677
SEC Registered
Total AUM
$148.2M
Discretionary
$132.9M
Employees
3
Clients
1
Accounts
351
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2018 | $148.2M | $132.9M | $15.3M | 3 | 0 |
| Mar 2017 | $127.9M | $108.7M | $19.1M | 3 | 200 |
| Mar 2017 | $127.9M | $108.7M | $19.1M | 3 | 200 |
| Mar 2016 | $103.7M | $93.1M | $10.7M | 3 | 100 |
| Sep 2015 | $97.6M | $84.7M | $12.9M | 3 | 26 |
| Jul 2015 | $97.6M | $84.7M | $12.9M | 3 | 26 |
| Mar 2015 | $97.6M | $84.7M | $12.9M | 3 | 26 |
| Jul 2014 | $101.6M | $87.9M | $13.7M | 5 | 110 |
| May 2014 | $101.6M | $87.9M | $13.7M | 6 | 110 |
| Aug 2012 | $70.3M | $58.6M | $11.7M | 1 | 26 |
| Jun 2012 | $70.3M | $58.6M | $11.7M | 1 | 26 |
| Mar 2012 | $70.3M | $58.6M | $11.7M | 1 | 26 |
| Jun 2009 | $58.2M | $49.9M | $8.3M | 5 | -- |
| Jun 2009 | $58.2M | $49.9M | $8.3M | 5 | -- |
| May 2009 | $49.1M | $39.4M | $9.7M | 5 | -- |
| Feb 2009 | $49.1M | $39.4M | $9.7M | 5 | -- |
| Feb 2008 | $65.2M | $50.2M | $15.1M | 5 | -- |
| Aug 2007 | $58.1M | $44.7M | $13.4M | 5 | -- |
| Mar 2007 | $58.1M | $44.7M | $13.4M | 5 | -- |
| Mar 2006 | $34.1M | $34.1M | $0 | 5 | -- |
| Jan 2006 | $34.5M | $34.5M | $0 | 5 | -- |
| Dec 2005 | $0 | $0 | $0 | 5 | -- |
DateJan 2018
Total AUM$148.2M
Discretionary$132.9M
Non-Disc.$15.3M
Employees3
Clients0
DateMar 2017
Total AUM$127.9M
Discretionary$108.7M
Non-Disc.$19.1M
Employees3
Clients200
DateMar 2017
Total AUM$127.9M
Discretionary$108.7M
Non-Disc.$19.1M
Employees3
Clients200
DateMar 2016
Total AUM$103.7M
Discretionary$93.1M
Non-Disc.$10.7M
Employees3
Clients100
DateSep 2015
Total AUM$97.6M
Discretionary$84.7M
Non-Disc.$12.9M
Employees3
Clients26
DateJul 2015
Total AUM$97.6M
Discretionary$84.7M
Non-Disc.$12.9M
Employees3
Clients26
DateMar 2015
Total AUM$97.6M
Discretionary$84.7M
Non-Disc.$12.9M
Employees3
Clients26
DateJul 2014
Total AUM$101.6M
Discretionary$87.9M
Non-Disc.$13.7M
Employees5
Clients110
DateMay 2014
Total AUM$101.6M
Discretionary$87.9M
Non-Disc.$13.7M
Employees6
Clients110
DateAug 2012
Total AUM$70.3M
Discretionary$58.6M
Non-Disc.$11.7M
Employees1
Clients26
DateJun 2012
Total AUM$70.3M
Discretionary$58.6M
Non-Disc.$11.7M
Employees1
Clients26
DateMar 2012
Total AUM$70.3M
Discretionary$58.6M
Non-Disc.$11.7M
Employees1
Clients26
DateJun 2009
Total AUM$58.2M
Discretionary$49.9M
Non-Disc.$8.3M
Employees5
Clients--
DateJun 2009
Total AUM$58.2M
Discretionary$49.9M
Non-Disc.$8.3M
Employees5
Clients--
DateMay 2009
Total AUM$49.1M
Discretionary$39.4M
Non-Disc.$9.7M
Employees5
Clients--
DateFeb 2009
Total AUM$49.1M
Discretionary$39.4M
Non-Disc.$9.7M
Employees5
Clients--
DateFeb 2008
Total AUM$65.2M
Discretionary$50.2M
Non-Disc.$15.1M
Employees5
Clients--
DateAug 2007
Total AUM$58.1M
Discretionary$44.7M
Non-Disc.$13.4M
Employees5
Clients--
DateMar 2007
Total AUM$58.1M
Discretionary$44.7M
Non-Disc.$13.4M
Employees5
Clients--
DateMar 2006
Total AUM$34.1M
Discretionary$34.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--