MCDERMOTT INVESTMENT ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $203.3M |
| Discretionary | $169.6M83% of AUM |
| Non-Discretionary | $33.7M |
| Client Accounts | 619 |
| Avg Account Size | $328K |
| Employees | 10 |
| Peak AUM | $230.2MFeb 2022 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $203M | 3.7% | 3.0% | 1.7% | |
| Discretionary AUM | $170M | ||||
Key Metrics
| Total AUM | $203.3M |
| Discretionary | $169.6M |
| Employees | 10 |
| Client Accounts | 619 |
| Client Range | 0 |
Contact & Location
Address
780 FIFTH AVENUE SOUTH
NAPLES FL 34102
Phone
(610) 882-1460
Filing History
70 ADV Part 1 submissions
Fee Structure
% of AUMHourlyCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$170M
83.4% of AUM
Non-Discretionary
$34M
16.6% of AUM
Disc. mix ▲ 1.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Nov 2022
•SRO proceeding/bar
Related Entities (Item 7)
Broker-Dealer