MCW FINANCIAL, INC.
Legal name: RESEARCH & PORTFOLIO MANAGEMENT
CRD #157609 SEC #801-121337 CRESCENT SPRINGS, KY (859) 578-2200
SEC Registered
Total AUM
$134.7M
Discretionary
$131.2M
Employees
4
Clients
--
Accounts
263
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $134.7M | $131.2M | $3.4M | 4 | 0 |
| Mar 2024 | $115.1M | $110M | $5.1M | 4 | 0 |
| Mar 2023 | $105.4M | $97.4M | $8M | 4 | 0 |
| Mar 2022 | $121.8M | $114.2M | $7.6M | 4 | 0 |
| Dec 2021 | $115.7M | $95.6M | $20M | 4 | 0 |
| May 2021 | $115.7M | $95.6M | $20M | 4 | 0 |
| Apr 2021 | $115.7M | $95.6M | $20M | 4 | 0 |
DateMar 2025
Total AUM$134.7M
Discretionary$131.2M
Non-Disc.$3.4M
Employees4
Clients0
DateMar 2024
Total AUM$115.1M
Discretionary$110M
Non-Disc.$5.1M
Employees4
Clients0
DateMar 2023
Total AUM$105.4M
Discretionary$97.4M
Non-Disc.$8M
Employees4
Clients0
DateMar 2022
Total AUM$121.8M
Discretionary$114.2M
Non-Disc.$7.6M
Employees4
Clients0
DateDec 2021
Total AUM$115.7M
Discretionary$95.6M
Non-Disc.$20M
Employees4
Clients0
DateMay 2021
Total AUM$115.7M
Discretionary$95.6M
Non-Disc.$20M
Employees4
Clients0
DateApr 2021
Total AUM$115.7M
Discretionary$95.6M
Non-Disc.$20M
Employees4
Clients0