Mckee & Associates (Irvine)

Name: Mckee & Associates
Address: 19800 Macarthur Blvd. Suite#680, Irvine, CA, 92612
Telephone: 949-679-0056

Mckee & Associates is an adviser based in Irvine. It manages $18 million of regulatory assets for 122 client accounts. It has been registered with the SEC as an adviser since 2001.

Mckee & Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mckee & Associates: assets under management

The assets under management (AUM) of Mckee & Associates is $18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $147.54 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mckee & Associates for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mckee & Associates

James Anthony Mckee has been acting as President since 1 Mar 1996. Frank Mercuri joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Anthony Mckee	President	1 Mar 1996	50% - 75%	328612
Shawnette Patrice Bishop	Financial officer	1 Mar 1996	25% - 50%	2006509
Frank Mercuri	President	1 Jan 2005	75% - 100%	2662010

Based in Irvine

The principal office where Mckee & Associates performs its advisory services is located at 19800 Macarthur Blvd. Suite#680, Irvine, CA 92612, 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 949-679-0056 or by fax 949-502-7413. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at mckeeandassociates.com.