MCLACHLAN INVESTMENT SERVICES LLC

MCLACHLAN INVESTMENT SERVICES LLC is an SEC-registered investment adviser (CRD 155633). Regulatory assets under management: $4.8M.

Registration

• CRD: 155633
• Type: Registered investment adviser
• Phone: 208-651-9925
• Latest filing: 2026-06-10
• Regulatory AUM: $4.8M
• Discretionary AUM: $4.1M
• Non-discretionary AUM: $700K
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, Hourly.

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 155633 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search