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Mckinley Carter Wealth Services, Inc.
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Wheeling, West Virginia
$1.3 billion AUM
7 offices

Mckinley Carter Wealth Services, Inc. is based in Wheeling, West Virginia and has $1.3 billion in assets under management.

Location
2100 Market Street
Wheeling, WV 26003
Contact
$1.3 billion
AUM
37
Employees
AUM Share
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$1,272,399,515
Assets under management
2,431 clients
Number of clients
Average investment size is $523,406
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 625 $315,791,455 25% $505,266
High net worth individuals 271 $891,582,639 70% $3,289,973
Pension and profit sharing plans 18 $27,803,094 2% $1,544,616
Charitable organizations 9 $13,908,197 1% $1,545,355
Other corporations or businesses 23 $23,314,130 2% $1,013,658
Employees Share
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37
Employees
21
Investment analysts
57% of total employees
AUM per employee Share
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$1,272,399,515
Assets under management
$34,389,176
AUM per employee
$60,590,453
AUM per investment analyst
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Compensation

Mckinley Carter Wealth Services, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Mckinley Carter Wealth Services, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Investment consulting
Firm data Share
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CRD number 135,184
SEC number 801-64584
Legal structure Corporation
Legal governance West Virginia, United States
Latest ADV filing date March 26, 2020

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