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Mccormack Advisors Inc. (Santa Barbara)


Mccormack Advisors Inc. is a large advisory firm based in Santa Barbara. It manages $198.54 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Mccormack Advisors provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mccormack Advisors: assets under management

The assets under management (AUM) of Mccormack Advisors Inc. is $198.54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 397% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $198.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $33.09 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mccormack Advisors Inc. for their services and products based on a percentage of assets under management and performance-based 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 Santa Barbara

The principal office where Mccormack Advisors Inc. performs its advisory services is located at 30 El Paseo Bldg., Santa Barbara, CA 93101, 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 805-963-2661 or by fax 805-568-5321. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.sbmnf.com.


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