MCPHERSON FINANCIAL ADVISORS, INC.

MCPHERSON FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser (CRD 150997). Regulatory assets under management: $28.1M.

Registration

• CRD: 150997
• Type: Registered investment adviser
• Phone: 347-788-1748
• Latest filing: 2026-03-29
• Regulatory AUM: $28.1M
• Discretionary AUM: $28.1M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150997 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search