Se connecter Inscription gratuite

Douglas Adams Mcclennen (Harwich)


Douglas Adams Mcclennen is a large advisory firm based in Harwich. It manages $28.75 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2011.

Logo



Douglas Adams Mcclennen provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Douglas Adams Mcclennen: assets under management

The assets under management (AUM) of Douglas Adams Mcclennen is $28.75 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $24 million in discretionary accounts and $4.75 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.26 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.58 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Douglas Adams Mcclennen for their services and products based on hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Harwich

The principal office where Douglas Adams Mcclennen performs its advisory services is located at 4 Cove Landing Road, Harwich, MA 02645, 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 617-237-2316 or by fax 508-432-5032. The normal business hours are 9 - 5 on Monday - Friday. You can find more information about the New York firm at www.the-wise-investor.com.


Registered investment advisers similar to Douglas Adams Mcclennen