McLean Asset Management

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

1900 Gallows Rd Ste 350, Vienna, Virgini...

Phone Number

(703) 827-0636

Revenue

$6.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Apr
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Jun
ZI Rank
1
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1
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About McLean Asset Management

McLean specializes in retirement income planning, marrying theoretical insights with practical application. With over forty years of experience, they offer standalone planning and comprehensive wealth management services tailored to individual client needs. The firm is dedicated to helping clients navigate the complexities of retirement income through knowledgeable and supportive engagement. Their innovative approach incorporates the latest research and focuses on delivering excellence for long-term client relationships.Explore more
McLean Asset Management's Social MediaPopular SearchesMclean Asset Management CorpMcLean Asset ManagementEdwin Asset Management LLCMclean Financial CorpRemote Asset Management LLCSIC Code 62,628NAICS Code 52,523Show more

McLean Asset Management Org Chart

DM
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Founder & Chief Executive Officer

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JW
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Managing Director, Financial Planning

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Managing Director, Human Resources & Office A...

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RC
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Managing Director, Wealth Management

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BB
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Managing Director, Wealth Management

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JR
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Managing Director, Financial Planning

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Senior Vice President

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AC
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Cfp-Vice President-Wealth Manager

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LM
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Vice President

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Manager, Accounting

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Manager, Investment Operations & Compliance

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McLean Asset Management

$6.2M
11-50
Private
<$5M
1984
DM
David McLeanFounder & CEO
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$5M
11-50
Private
-
2000
TL
Tara LargentOffice Manager
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
11-50
Private
<$5M
1985
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

McLean Asset Management financials insights

Gather financial insights about McLean Asset Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All McLean Asset Management's Financials Insights

McLean Asset Management Tech Stack

A closer look at the technologies used by McLean Asset Management

Most Recent Scoops

Project
A mid-level source has indicated that initiatives related to search & social advertising are currently in progress. The organization is focusing on enhancing search engine optimization (SEO) solutions.
Digital Marketing, Advertising, SEO / SEM, Social Media, Search
Project
A mid-level source has indicated that initiatives related to search engine optimization (SEO) are currently in progress. The organization is planning to increase current investments to support these efforts. McLean Asset Management will be leveraging a contingent workforce.
Digital Marketing, Advertising, Asset Management, SEO / SEM, Search
Project
A mid-level source has indicated that initiatives related to interactive content are currently in progress. The organization is planning to increase current investments to support these efforts.
Digital Marketing, Spending/Investment, Content Management, Customer Engagement
Project
A mid-level source has indicated the organization’s largest upcoming marketing based technology initiative will focus on enhancing membership sites.
Website
Pain Point
Demand Generation
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McLean Asset Management News & Media

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Frequently Asked Questions Regarding McLean Asset Management

What is McLean Asset Management's official website?
McLean Asset Management's official website is www.mcleanam.com
What is McLean Asset Management's Revenue?
McLean Asset Management's revenue is $6.2 Million
What is McLean Asset Management's SIC code?
McLean Asset Management's SIC: 62,628
What is McLean Asset Management's NAICS code?
McLean Asset Management's NAICS: 52,523
How many employees does McLean Asset Management have?
McLean Asset Management has 11-50 employees
What industry does McLean Asset Management belong to?
McLean Asset Management is in the industry of: Finance, Securities Trading
What is McLean Asset Management competition?
McLean Asset Management top competitors include: Bernicke Wealth Management, Sterling Total Wealth Solutions, Global Wealth Management, Monument Retirement & Wealth Advisory
What technology does McLean Asset Management use?
Some of the popular technologies that McLean Asset Management uses are: WordPress.org, PHP, ONTRAPORT, AppRiver
How do I contact McLean Asset Management?
McLean Asset Management contact info: Phone number: (703) 827-0636 Website: www.mcleanam.com
What does McLean Asset Management do?

McLean specializes in retirement income planning, marrying theoretical insights with practical application. With over forty years of experience, they offer standalone planning and comprehensive wealth management services tailored to individual client needs. The firm is dedicated to helping clients navigate the complexities of retirement income thro... ugh knowledgeable and supportive engagement. Their innovative approach incorporates the latest research and focuses on delivering excellence for long-term client relationships.Read More

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

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