Mccullough Andrews & Cappiello Inc (San Francisco)

Name: Mccullough Andrews & Cappiello Inc
Address: 101 California St, San Francisco, CA, 94111
Telephone: 415-956-8700

Mccullough Andrews & Cappiello Inc is a large advisory firm based in San Francisco. It manages $78.84 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Mccullough Andrews & Cappiello 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.

Mccullough Andrews & Cappiello: assets under management

The assets under management (AUM) of Mccullough Andrews & Cappiello Inc is $78.84 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $78.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.19 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mccullough Andrews & Cappiello 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.

Careers at Mccullough Andrews & Cappiello Inc

Robert Francis Mccullough has been acting as President since 1 Sep 1983. Frank Anthony Cappiello joined the executive team most recently as the Terminated President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Francis Mccullough	Chairman	1 Sep 1983	50% - 75%	4348773
Frank Anthony Cappiello	President	1 Sep 1983	25% - 50%	4348861
Frank Anthony Cappiello	Terminated president	1 Nov 2003	25% - 50%	4348861

Based in San Francisco

The principal office where Mccullough Andrews & Cappiello Inc performs its advisory services is located at 101 California St, San Francisco, CA 94111, 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 415-956-8700 or by fax 415-989-9459. The normal business hours are 6:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at macinv.com.