McLaughlin Asset Management

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

20 E Redman Ave, Haddonfield, New Jersey...

Phone Number

(856) 216-8444

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
1

About McLaughlin Asset Management

McLaughlin Asset Management provides clients with a comprehensive wealth management process designed to address five key concerns: --Making smart decisions about money --Mitigating taxes --Taking care of their heirs --Protecting their assets --Magnifying their charitable gifts. Founded in 1991 by Managing Partner, Michael McLaughlin, CFP®, CRPS®, RICP®, the team is experienced with orchestrating subject matter experts to deliver strategies to help address their clients most complicated needs. The firm serves the high-net-worth market and specializes in working with professionals planning for retirement, women in transition such as divorce or death of a spouse, and closely held business owners planning for a liquidation event. The firm's mission is to establish meaningful, long-term relationships with clients based upon trust, mutual respect and enjoyment working together. McLaughlin Asset Management is based in Haddonfield, New Jersey and serves clients in diverse locations primarily iRead more
McLaughlin Asset Management's Social MediaPopular SearchesMclaughlin Asset Management IncMcLaughlin Asset ManagementHaddonfield Asset Management IncMcLaughlinMclaughlinassetmgmtSIC Code 62,628NAICS Code 52,523Show more

McLaughlin Asset Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McLaughlin Asset Manageme...

<$5M
1-10
Private
-
1991
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
1-10
Private
-
2008
NW
Nicholas WarfChief Compliance Officer & Chief Operating Officer
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2005
TK
Tricia KrietzbergPractice Manager
<$5M
1-10
Private
-
2012
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

McLaughlin Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

McLaughlin Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about McLaughlin Asset Management.

McLaughlin Asset Management Tech Stack

A closer look at the technologies used by McLaughlin Asset Management

McLaughlin Asset Management News & Media

  • LPL Financial, Gladstone Welcome Mclaughlin Asset Management

    CHARLOTTE, N.C., Jan. 10, 2022 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that McLaughlin Asset Management, Inc. has joined LPL Financial, aligned with Gladstone Wealth Partners (Gladstone), a large enterprise on LPL’s hybrid RIA platform. The team serves approximately $600 million in advisory, brokerage and retirement plan assets,* and they join LPL from Lincoln Financial Advisors.
Read more news

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Frequently Asked Questions Regarding McLaughlin Asset Management

What is McLaughlin Asset Management's official website?
McLaughlin Asset Management's official website is www.mclaughlinassetmgmt.com
What is McLaughlin Asset Management's Revenue?
McLaughlin Asset Management's revenue is <$5 Million
What is McLaughlin Asset Management's SIC code?
McLaughlin Asset Management's SIC: 62,628
What is McLaughlin Asset Management's NAICS code?
McLaughlin Asset Management's NAICS: 52,523
How many employees does McLaughlin Asset Management have?
McLaughlin Asset Management has 1-10 employees
What industry does McLaughlin Asset Management belong to?
McLaughlin Asset Management is in the industry of: Finance, Securities Trading
What is McLaughlin Asset Management competition?
McLaughlin Asset Management top competitors include: TBH Global Asset Management, Waypoint Partners, Krietzberg Wealth Management, Focus Financial Network
What technology does McLaughlin Asset Management use?
Some of the popular technologies that McLaughlin Asset Management uses are: Microsoft 365, Amazon Web Hosting, Cloudflare Security, Microsoft Exchange Online
How do I contact McLaughlin Asset Management?
McLaughlin Asset Management contact info: Phone number: (856) 216-8444 Website: www.mclaughlinassetmgmt.com
What does McLaughlin Asset Management do?

McLaughlin Asset Management provides clients with a comprehensive wealth management process designed to address five key concerns: --Making smart decisions about money --Mitigating taxes --Taking care of their heirs --Protecting their assets --Magnifying their charitable gifts. Founded in 1991 by Managing Partner, Michael McLaughlin, CFP®, CRPS®, R... ICP®, the team is experienced with orchestrating subject matter experts to deliver strategies to help address their clients most complicated needs. The firm serves the high-net-worth market and specializes in working with professionals planning for retirement, women in transition such as divorce or death of a spouse, and closely held business owners planning for a liquidation event. The firm's mission is to establish meaningful, long-term relationships with clients based upon trust, mutual respect and enjoyment working together. McLaughlin Asset Management is based in Haddonfield, New Jersey and serves clients in diverse locations primarily in New Jersey, Pennsylvania, Delaware, South Carolina, Florida and in other states throughout the U.S.Read More

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

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