Mcglinn Capital Management Inc (Wyomissing)

Mcglinn Capital Management Inc is an adviser based in Wyomissing. It manages $73.4 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001.

Mcglinn Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcglinn Capital Management: assets under management

The assets under management (AUM) of Mcglinn Capital Management Inc is $73.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $73.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.82 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcglinn Capital Management 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 Mcglinn Capital Management Inc

Thomas George Christian has been acting as President since 1 Sep 1999. Wachovia Corporation joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jerry Baumgardner	Executive vice president/portfolio manager	1 Oct 1992	Other	4603835
Debora M Covell	Vp	1 Jan 1995	Other	4352781
James A. Walker	Exec vp & director	1 Dec 1997	Other	4352773
First Union Financial Corp	Owner	1 Apr 1998	75% - 100%	56-0900030
Timothy Timura	President/chief investment officer and director	1 Nov 1998	Other	4603848
Michael J. Mcglinn	Chairman, ceo and director	1 Jan 1999	Other	4351400
Josept Jl Yetter	Sr vp & cfo	1 Jan 1999	Other	4352778
Thomas George Christian	Director	1 Sep 1999	Other	4352786
Richard Scott Gershen	Director	1 Mar 2000	Other	2192421
Joseph Cory Scalise	Executive vice president-trading/ asst. secretary/asst. treasurer and director	1 Nov 2000	Other	2841110
John Paul Weaver	Executive vice president/head of fixed income investments	1 Apr 2001	Other	2260184
Wachovia Corporation	Owner	1 Sep 2001	75% - 100%	56-0898180

Based in Wyomissing

The principal office where Mcglinn Capital Management Inc performs its advisory services is located at 850 North Wyomissing Blvd, Wyomissing, PA 19610 0158, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.