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Mcbee Advisors, Inc. (Bellevue)


Mcbee Advisors, Inc. is an adviser based in Bellevue. It manages $29.32 million of regulatory assets for 380 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alaska, California, New York, and 3 other states.

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Mcbee Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and active investment management. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcbee Advisors: assets under management

The assets under management (AUM) of Mcbee Advisors, Inc. is $29.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $77.16 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcbee Advisors, Inc. for their services and products based on a percentage of assets under management and commissions. 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.

Based in Bellevue

The principal office where Mcbee Advisors, Inc. performs its advisory services is located at 600 108 Th Avenue Ne, Bellevue, WA 98004, 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 425-467-6223 or by fax 425-467-6224. The normal business hours are 9:00 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.mcbeeadvisors.com.


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