MCCAULEY INVESTMENTS ADVISORS LLC

MCCAULEY INVESTMENTS ADVISORS LLC of GUILFORD, CT is an SEC-registered investment adviser (CRD 171742). Regulatory assets under management: $9.2M.

Registration

• CRD: 171742
• Type: Registered investment adviser
• Location: 138 SAM HILL ROAD, GUILFORD, CT, 06437
• Phone: (203) 453-2200
• Latest filing: 2023-03-18
• Regulatory AUM: $9.2M
• Discretionary AUM: $7.1M
• Non-discretionary AUM: $2.1M
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM, Hourly.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171742 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search