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Mcd Advisors, LLC (Briarcliff Manor)


Mcd Advisors, LLC is a mid-sized advisory firm based in Briarcliff Manor. It manages $27.64 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of New Jersey and New York.

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Mcd Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcd Advisors: assets under management

The assets under management (AUM) of Mcd Advisors, LLC is $27.64 million. The firm's AUM has gone down by -49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.55 million in discretionary accounts and $18.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.91 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.26 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcd 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 Briarcliff Manor

The principal office where Mcd Advisors, LLC performs its advisory services is located at 78 Meadow Rd, Briarcliff Manor, NY 10510, 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 914-432-5058 or by fax 914-729-1080. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at mcdadvisors.com.


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