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Mccullough & Associates LLC (Mill Valley)


Mccullough & Associates LLC is a mid-sized advisory firm based in Mill Valley. It manages $84.99 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

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

Mccullough & Associates: assets under management

The assets under management (AUM) of Mccullough & Associates LLC is $84.99 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $84.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.05 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mccullough & Associates LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Barbara C Mccullough Trustee 1 Feb 1993 Other 5410749
Leon Adam Wiatrak Trustee 1 Jun 1993 Other 1664444
Mavis K Sonnier Trustee 1 Jan 2007 Other 430663

Based in Mill Valley

The principal office where Mccullough & Associates LLC performs its advisory services is located at 100 Shoreline Highway #B, Mill Valley, CA 94941 3645, 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 415-956-8700 or by fax 415-989-9459. The normal business hours are 7:00am to 4:00pm on Monday - Friday. You can find more information about the New York firm at macinv.com.


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