Mcadam LLC
Legal Name: MCADAM LLC
Full Contact Details
Other Info
Mcadam LLC is legally known as MCADAM LLC. It is a DE Limited Liability Company. This firm has 145 employees, of which 121 are employees in advisory roles. It serves 576 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 10, 2014.



Retirement Planning | Caudle Meares Wealth Management | United States
Financial Planning & Wealth Management for those approaching retirement or those who are already retired. Our mission is simple: to help our clients achieve financial confidence through expert advice and authentic relationships. Based in McLean, VA.
Direct Owners
-
EDWARD THOMAS O'BRIEN
CHIEF COMPLIANCE OFFICER owns less than 5%
-
MICHAEL JOSEPH MCADAM
MANAGING MEMBER owns 75% or more
Firms Located Nearby
Top Holdings
- SCHWAB STRATEGIC TR $39,692k
- SCHWAB STRATEGIC TR SCHWAB $38,487k
- SCHWAB U.S. LARGE-CAP GROWTH ETF $28,491k
- Schwab Aggregate Bond ETF (SCH $25,695k
- SCHWAB STRATEGIC TR $22,540k
- SPDR SERIES TRUST $18,400k
- INVESCO EXCHANGETRAD $14,562k
- SCHWAB STRATEGIC TRUST $13,208k
- SPDR SERIES TRUST $11,659k
- SCHWAB STRATEGIC TR $10,459k