Mck Financial Services Inc (Decatur)

Mck Financial Services Inc is a large advisory firm based in Decatur. It manages $26.5 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Illinois.

Mck Financial Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mck Financial Services: assets under management

The assets under management (AUM) of Mck Financial Services Inc is $26.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $602.27 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mck Financial Services Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mck Financial Services Inc

Richard Dennis Hale has been acting as President since 1 Dec 1999. Archer Daniels Midland Company joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Tyson Phillip Cocagne	Secretary	1 Jun 1999	Other	4432370
Alan R King	Treasurer	1 Jun 1999	Other	4432375
Philip R Bauer	Director	1 Jun 1999	Other	4432377
Andrew D Thomas	Director	1 Jun 1999	Other	4432378
Richard Dennis Hale	President	1 Dec 1999	Other	1557565
Helga J Towler	Director	1 Dec 1999	Other	4432381
John Frederick May	Director	1 Dec 1999	Other	4432382
Archer Daniels Midland Company	Owner	1 Nov 2001	75% - 100%	41-0129150
Fsb Hickory Point Bank & Trust	Owner	1 Nov 2001	75% - 100%	120339

Based in Decatur

The principal office where Mck Financial Services Inc performs its advisory services is located at 225 North Water Street, Decatur, IL 62523, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.