MCLEAN ASSET MANAGEMENT CORPORATION

MCLEAN ASSET MANAGEMENT CORPORATION of TYSONS, VA is an SEC-registered investment adviser (CRD 108067). Regulatory assets under management: $993.9M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (23)

NameRoleLocation
Meyer AlanOWNER; PRINCIPALWest Bloomfield, MI
Alejandro MurguiaMANAGING PRINCIPALMcLean, VA
Dean Takayuki UmemotoMANAGING PRINCIPAL
Karen Chika UmemotoSHAREHOLDER
Paula Bonnie FriedmanMANAGING PRINCIPAL AND CEO; MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER
Wade Donald PfauPRINCIPAL
Jessica Noelle WunderPRINCIPAL
Paige Rita Smith DuceyCHIEF COMPLIANCE OFFICER
UMEMOTO DEAN TAKAYUKICHIEF COMPLIANCE OFFICER, PRINCIPAL AND PRESIDENT; MANAGING PRINCIPAL; PRINCIPAL (+2 more)
MURGUIA ALEJANDROCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/MANAGING PRINCIPAL; CHIEF COMPLIANCE OFFICER/MANAGING PRINCIPAL/ CHIEF EXECUTIVE OFFICER (+6 more)
UMEMOTO KARENSHAREHOLDER
CHEUNG VIRGINIA LEEGENERAL COUNSEL
BEYER RYON PATRICKCHIEF OPERATING OFFICER
O'CONNOR EILEEN MURPHYVICE PRESIDENT, WEALTH MANAGEMENT
FRIEDMAN PAULA BONNIEMANAGING PRINCIPAL; MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER; PRINCIPAL
PFAU WADEOWNER; PRINCIPAL
ARDURA JAVIEROWNER
NEWSOM KIMBERLY ELIZABETHCHIEF COMPLIANCE OFFICER
FRENCH ROBERT TIMOTHYOWNER; PRINCIPAL, DIRECTOR OF INVESTMENT ANALYSIS; TRUSTEE
WUNDER JESSICA NOELLEOWNER; PRINCIPAL
French Virginia Ting-ShuTRUSTEE
UMEMOTO KAREN CHIKASHAREHOLDER
PFAU WADE DONALDPRINCIPAL

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