MC2 FINANCIAL ADVISERS, INC.

MC2 FINANCIAL ADVISERS, INC. of NEWTOWN SQUARE, PA is an SEC-registered investment adviser (CRD 116309). Regulatory assets under management: $66.1M.

Registration

• CRD: 116309
• Type: Registered investment adviser
• Location: 8 SMEDLEY LANE, NEWTOWN SQUARE, PA, 19073
• Phone: 610-353-7777
• Latest filing: 2026-03-31
• Regulatory AUM: $66.1M
• Non-discretionary AUM: $66.1M
• Clients: 4
• Accounts: 69

Business model

Compensation: % of AUM, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116309 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search