GEORGE MCKELVEY CO., LLC
CRD #2733 SEC #801-15425 MANASQUAN, NJ 732-449-5323
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
15
Clients
0
Accounts
1,606
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $1B | $1B | $33.2M | 15 | 0 |
| Mar 2024 | $1B | $1B | $33.2M | 15 | 0 |
| Mar 2023 | $951.6M | $901.6M | $50M | 20 | 0 |
| Mar 2023 | $951.6M | $901.6M | $50M | 20 | 0 |
| Mar 2023 | $951.6M | $901.6M | $50M | 20 | 0 |
| Mar 2023 | $951.6M | $901.6M | $50M | 20 | 0 |
| Sep 2022 | $1.1B | $1.1B | $58.6M | 19 | 0 |
| Mar 2022 | $1.1B | $1.1B | $58.6M | 19 | 0 |
| Jan 2022 | $958.9M | $888.4M | $70.6M | 16 | 0 |
| Dec 2021 | $958.9M | $888.4M | $70.6M | 16 | 0 |
| Dec 2021 | $958.9M | $888.4M | $70.6M | 16 | 0 |
| Oct 2021 | $958.9M | $888.4M | $70.6M | 16 | 0 |
| Jul 2021 | $958.9M | $888.4M | $70.6M | 16 | 0 |
| Apr 2021 | $958.9M | $888.4M | $70.6M | 16 | 0 |
| Apr 2021 | $958.9M | $888.4M | $70.6M | 16 | 0 |
| Mar 2021 | $958.9M | $888.4M | $70.6M | 16 | 0 |
| Oct 2020 | $811.4M | $792.9M | $18.5M | 24 | 0 |
| Jun 2020 | $811.4M | $792.9M | $18.5M | 24 | 0 |
| May 2020 | $811.4M | $792.9M | $18.5M | 24 | 0 |
| Mar 2020 | $811.4M | $792.9M | $18.5M | 24 | 0 |
| Nov 2019 | $680.8M | $667.5M | $13.3M | 22 | 0 |
| Mar 2019 | $680.8M | $667.5M | $13.3M | 22 | 0 |
| Jul 2018 | $720.5M | $708.5M | $12M | 23 | 0 |
| Jun 2018 | $720.5M | $708.5M | $12M | 23 | 0 |
| Mar 2018 | $720.5M | $708.5M | $12M | 23 | 0 |
| Mar 2017 | $621.3M | $609.9M | $11.4M | 23 | 500 |
| Nov 2016 | $571M | $559.2M | $11.8M | 22 | 500 |
| Mar 2016 | $571M | $559.2M | $11.8M | 22 | 500 |
| Jun 2015 | $562.7M | $545.9M | $16.8M | 22 | 400 |
| Mar 2015 | $562.7M | $545.9M | $16.8M | 22 | 400 |
| Nov 2014 | $532.2M | $516.2M | $16M | 21 | 400 |
| Mar 2014 | $532.2M | $516.2M | $16M | 21 | 400 |
| Jun 2013 | $428.8M | $415.1M | $13.7M | 20 | 400 |
| Mar 2013 | $428.8M | $415.1M | $13.7M | 20 | 400 |
| Mar 2012 | $407.5M | $394.3M | $13.3M | 11 | 400 |
| Jul 2009 | $271.7M | $254.4M | $17.3M | -- | -- |
| Nov 2007 | $360.8M | $295.4M | $65.4M | -- | -- |
| Aug 2007 | $360.8M | $295.4M | $65.4M | -- | -- |
| May 2007 | $360.8M | $295.4M | $65.4M | -- | -- |
| Apr 2007 | $360.8M | $295.4M | $65.4M | -- | -- |
| Mar 2007 | $360.8M | $295.4M | $65.4M | -- | -- |
| Mar 2006 | $298.4M | $228.5M | $69.9M | -- | -- |
| Mar 2004 | $280.8M | $10.4M | $270.4M | -- | -- |
| Mar 2002 | $228.2M | $0 | $228.2M | -- | -- |
DateMar 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$33.2M
Employees15
Clients0
DateMar 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$33.2M
Employees15
Clients0
DateMar 2023
Total AUM$951.6M
Discretionary$901.6M
Non-Disc.$50M
Employees20
Clients0
DateMar 2023
Total AUM$951.6M
Discretionary$901.6M
Non-Disc.$50M
Employees20
Clients0
DateMar 2023
Total AUM$951.6M
Discretionary$901.6M
Non-Disc.$50M
Employees20
Clients0
DateMar 2023
Total AUM$951.6M
Discretionary$901.6M
Non-Disc.$50M
Employees20
Clients0
DateSep 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$58.6M
Employees19
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$58.6M
Employees19
Clients0
DateJan 2022
Total AUM$958.9M
Discretionary$888.4M
Non-Disc.$70.6M
Employees16
Clients0
DateDec 2021
Total AUM$958.9M
Discretionary$888.4M
Non-Disc.$70.6M
Employees16
Clients0
DateDec 2021
Total AUM$958.9M
Discretionary$888.4M
Non-Disc.$70.6M
Employees16
Clients0
DateOct 2021
Total AUM$958.9M
Discretionary$888.4M
Non-Disc.$70.6M
Employees16
Clients0
DateJul 2021
Total AUM$958.9M
Discretionary$888.4M
Non-Disc.$70.6M
Employees16
Clients0
DateApr 2021
Total AUM$958.9M
Discretionary$888.4M
Non-Disc.$70.6M
Employees16
Clients0
DateApr 2021
Total AUM$958.9M
Discretionary$888.4M
Non-Disc.$70.6M
Employees16
Clients0
DateMar 2021
Total AUM$958.9M
Discretionary$888.4M
Non-Disc.$70.6M
Employees16
Clients0
DateOct 2020
Total AUM$811.4M
Discretionary$792.9M
Non-Disc.$18.5M
Employees24
Clients0
DateJun 2020
Total AUM$811.4M
Discretionary$792.9M
Non-Disc.$18.5M
Employees24
Clients0
DateMay 2020
Total AUM$811.4M
Discretionary$792.9M
Non-Disc.$18.5M
Employees24
Clients0
DateMar 2020
Total AUM$811.4M
Discretionary$792.9M
Non-Disc.$18.5M
Employees24
Clients0
DateNov 2019
Total AUM$680.8M
Discretionary$667.5M
Non-Disc.$13.3M
Employees22
Clients0
DateMar 2019
Total AUM$680.8M
Discretionary$667.5M
Non-Disc.$13.3M
Employees22
Clients0
DateJul 2018
Total AUM$720.5M
Discretionary$708.5M
Non-Disc.$12M
Employees23
Clients0
DateJun 2018
Total AUM$720.5M
Discretionary$708.5M
Non-Disc.$12M
Employees23
Clients0
DateMar 2018
Total AUM$720.5M
Discretionary$708.5M
Non-Disc.$12M
Employees23
Clients0
DateMar 2017
Total AUM$621.3M
Discretionary$609.9M
Non-Disc.$11.4M
Employees23
Clients500
DateNov 2016
Total AUM$571M
Discretionary$559.2M
Non-Disc.$11.8M
Employees22
Clients500
DateMar 2016
Total AUM$571M
Discretionary$559.2M
Non-Disc.$11.8M
Employees22
Clients500
DateJun 2015
Total AUM$562.7M
Discretionary$545.9M
Non-Disc.$16.8M
Employees22
Clients400
DateMar 2015
Total AUM$562.7M
Discretionary$545.9M
Non-Disc.$16.8M
Employees22
Clients400
DateNov 2014
Total AUM$532.2M
Discretionary$516.2M
Non-Disc.$16M
Employees21
Clients400
DateMar 2014
Total AUM$532.2M
Discretionary$516.2M
Non-Disc.$16M
Employees21
Clients400
DateJun 2013
Total AUM$428.8M
Discretionary$415.1M
Non-Disc.$13.7M
Employees20
Clients400
DateMar 2013
Total AUM$428.8M
Discretionary$415.1M
Non-Disc.$13.7M
Employees20
Clients400
DateMar 2012
Total AUM$407.5M
Discretionary$394.3M
Non-Disc.$13.3M
Employees11
Clients400
DateJul 2009
Total AUM$271.7M
Discretionary$254.4M
Non-Disc.$17.3M
Employees--
Clients--
DateNov 2007
Total AUM$360.8M
Discretionary$295.4M
Non-Disc.$65.4M
Employees--
Clients--
DateAug 2007
Total AUM$360.8M
Discretionary$295.4M
Non-Disc.$65.4M
Employees--
Clients--
DateMay 2007
Total AUM$360.8M
Discretionary$295.4M
Non-Disc.$65.4M
Employees--
Clients--
DateApr 2007
Total AUM$360.8M
Discretionary$295.4M
Non-Disc.$65.4M
Employees--
Clients--
DateMar 2007
Total AUM$360.8M
Discretionary$295.4M
Non-Disc.$65.4M
Employees--
Clients--
DateMar 2006
Total AUM$298.4M
Discretionary$228.5M
Non-Disc.$69.9M
Employees--
Clients--
DateMar 2004
Total AUM$280.8M
Discretionary$10.4M
Non-Disc.$270.4M
Employees--
Clients--
DateMar 2002
Total AUM$228.2M
Discretionary$0
Non-Disc.$228.2M
Employees--
Clients--