McKinley Carter Wealth Services is an investment advisor in Wheeling with $2.09 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
542111721
SEC advisor number
801-64584
FINRA CRD number
135184
AUM ?
$2.26 bn
(as of 28 Mar 24)
Accounts
5,211
(as of 28 Mar 24)
Employees
48
(36 investment advisory or research)
Address
McKinley Carter Wealth Services
2100 MARKET STREET
WHEELING
WV 26003
2100 MARKET STREET
WHEELING
WV 26003
Phone
304-230-2400
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Apr 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22