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Mcginn, Smith Advisors LLC (Albany)


Mcginn, Smith Advisors LLC is a large advisory firm based in Albany. It manages $38.45 million of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Connecticut, Florida, Massachusetts, and 5 other states.

Mcginn, Smith Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcginn, Smith Advisors: assets under management

The assets under management (AUM) of Mcginn, Smith Advisors LLC is $38.45 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $317.8 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcginn, Smith Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Albany

The principal office where Mcginn, Smith Advisors LLC performs its advisory services is located at 99 Pine Street, Albany, NY 12207, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 518-449-5131 or by fax 518-449-4894. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.


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