McDermott Advisors

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

15490 Ventura Blvd, Sherman Oaks, Califo...

Phone Number

(806) 407-3340

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About McDermott Advisors

McDermott Investment Advisors offers a range of financial services including real estate investment, retirement planning, brokerage services, investment management, and trust planning. The firm focuses on providing personalized investment advice, prioritizing client relationships over high-risk strategies typical of larger firms. They aim to achieve client goals through efficient service while avoiding excessive overhead and risk. Their target clients include individuals and companies seeking tailored financial planning and investment strategies.Explore more
McDermott Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

McDermott Advisors Org Chart

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DM
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McDermott Advisors

<$5M
1-10
Private
-
1990
$5.2M
11-50
Private
<$5M
1990
JG
Jeffrey GaraglianoChief Compliance Officer
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2014
JW
Jeff WinnManaging Partner
<$5M
1-10
Private
-
1999
CS
Christian SchneiderFinancial Investment Advisor & Advisor & Representative
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

McDermott Advisors Tech Stack

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Frequently Asked Questions Regarding McDermott Advisors

What is McDermott Advisors's official website?
McDermott Advisors's official website is www.mcdermottadvisors.com
What is McDermott Advisors's Revenue?
McDermott Advisors's revenue is <$5 Million
What is McDermott Advisors's SIC code?
McDermott Advisors's SIC: 62,628
What is McDermott Advisors's NAICS code?
McDermott Advisors's NAICS: 52,523
How many employees does McDermott Advisors have?
McDermott Advisors has 1-10 employees
What industry does McDermott Advisors belong to?
McDermott Advisors is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is McDermott Advisors competition?
McDermott Advisors top competitors include: Beacon Financial Partners, Winn Partners Financial Group, Wealth Advisory Services, Fulcrum Wealth Advisors
What technology does McDermott Advisors use?
Some of the popular technologies that McDermott Advisors uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact McDermott Advisors?
McDermott Advisors contact info: Phone number: (806) 407-3340 Website: www.mcdermottadvisors.com
What does McDermott Advisors do?

McDermott Investment Advisors offers a range of financial services including real estate investment, retirement planning, brokerage services, investment management, and trust planning. The firm focuses on providing personalized investment advice, prioritizing client relationships over high-risk strategies typical of larger firms. They aim to achiev... e client goals through efficient service while avoiding excessive overhead and risk. Their target clients include individuals and companies seeking tailored financial planning and investment strategies.Read More

What are McDermott Advisors social media links?
McDermott Advisors Linkedin page McDermott Advisors Facebook page
Is McDermott Advisors a public company?
McDermott Advisors is private company therefore does not currently have an official ticker symbol
See more information about McDermott Advisors

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