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Mchugh Associates Inc (Radnor)


Mchugh Associates Inc is a large advisory firm based in Radnor. It manages $455.82 million of regulatory assets for 373 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

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Mchugh Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mchugh Associates: assets under management

The assets under management (AUM) of Mchugh Associates Inc is $455.82 million. The firm's AUM has gone down by -51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $421.42 million in discretionary accounts and $34.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.16 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.82 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mchugh Associates 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.

Based in Radnor

The principal office where Mchugh Associates Inc performs its advisory services is located at 259 North Radnor, Radnor, PA 19087, 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 610-254-2929 or by fax 610-254-2985. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.mchughassoc.com.


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