MCNALLY FINANCIAL SERVICES CORPORATION

MCNALLY FINANCIAL SERVICES CORPORATION of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 121196). Regulatory assets under management: $27.8M.

Registration

• CRD: 121196
• Type: Registered investment adviser
• Location: 16414 SAN PEDRO, SAN ANTONIO, TX, 78232-5185
• Phone: 210-545-7080
• Latest filing: 2026-06-15
• Regulatory AUM: $27.8M
• Non-discretionary AUM: $27.8M
• Clients: 21
• Accounts: 147

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121196 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search