McAdam is an investment advisor in Philadelphia with $1.26 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
471994636
SEC advisor number
801-79583
FINRA CRD number
170914
AUM ?
$1.26 bn
(as of 25 Apr 23)
Accounts
7,779
(as of 25 Apr 23)
Employees
240
(188 investment advisory or research)
Address
McAdam
1880 JOHN F. KENNEDY BLVD
SUITE 1600
PHILADELPHIA
PA 19103
1880 JOHN F. KENNEDY BLVD
SUITE 1600
PHILADELPHIA
PA 19103
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
888-614-5323
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mcadam, Michael, Joseph | Managing Member | 10/2014 | > 75% |
O'brien, Edward, Thomas | Chief Compliance Officer | 11/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 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
7 Apr 22
13F-HR
Quarterly holdings report by institutional manager
7 Jan 22