Mcglinn Capital Management Inc is an adviser based in Wyomissing. It manages $73.4 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001.
Mcglinn Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mcglinn Capital Management Inc is $73.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mcglinn Capital Management Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas George Christian has been acting as President since 1 Sep 1999. Wachovia Corporation joined the executive team most recently as the Owner.
The principal office where Mcglinn Capital Management Inc performs its advisory services is located at 850 North Wyomissing Blvd, Wyomissing, PA 19610 0158, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-374-5125 or by fax 610-371-1109. The normal business hours are 8:30 am - 5:00 p.m. on Monday - Friday.