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Maia Laura Mcgehee (San Rafael)


Maia Laura Mcgehee is an adviser based in San Rafael. It manages $27.33 million of regulatory assets for 961 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, and Virginia.

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Maia Laura Mcgehee provides portfolio management for individuals and small businesses and asset allocation. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Maia Laura Mcgehee: assets under management

The assets under management (AUM) of Maia Laura Mcgehee is $27.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.43 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Maia Laura Mcgehee for their services and products based on a percentage of assets under management. 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 San Rafael

The principal office where Maia Laura Mcgehee performs its advisory services is located at 1299 Fourth Street, San Rafael, CA 94901, 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 415-454-4184 or by fax 415-454-4195. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at econ101.com.


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