Mcadam LLC

Full Contact Details

Mcadam LLC

1880 JOHN F KENNEDY BOULEVARD, 16TH FLOOR, PHILADELPHIA, PA

(888) 614-5323

(215) 399-9351

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.

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Retirement Planning | McAdam Financial | Philadelphia

My Advisor Team is a Retirement and Financial Planning Firm located in Philadelphia with the mission to make our clients more financially aware of their goals.

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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

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Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Jul 30, 2019

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

All Holdings of the Mcadam LLC