George Mckelvey Co., Inc. is a large advisory firm based in Manasquan. It manages $680.78 million of regulatory assets for 551 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, District of Columbia, and 15 other states.
George Mckelvey Co. provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of George Mckelvey Co., Inc. is $680.78 million. The firm's AUM has grown by 212% since the beginning of its operation, and $232.56 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay George Mckelvey Co., Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Robert Augustus Sr Giunco is high net worth individuals with 190 clients and $509.07 million of assets under management. Among the 6 most similar advisory firms, George Mckelvey Co. has the 3rd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $680.78 million for 553 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
George Mckelvey Co. doesn't advise any private funds.
The company employs 22 people that are either part- or full-time employees. 45 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Robert Augustus Sr Giunco has been acting as President since 1 Feb 2000. Edward Anthony Mccabe joined the executive team most recently as the Chief Financial Officer.
The principal office where George Mckelvey Co., Inc. performs its advisory services is located at 2410 State Highway 34, Manasquan, NJ 08736, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 732-449-5323 or by fax 732-974-9107. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at georgemckelvey.com.