McNaughton Wealth Management is an investment advisor in San Diego with $176.44 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
833417442
SEC advisor number
801-114983
FINRA CRD number
300330
AUM ?
$195.44 mm
(as of 27 Feb 24)
Accounts
824
(as of 27 Feb 24)
Employees
6
(3 investment advisory or research)
Address
McNaughton Wealth Management
3655 NOBEL DRIVE
STE 490
SAN DIEGO
CA 92122
3655 NOBEL DRIVE
STE 490
SAN DIEGO
CA 92122
Phone
858-693-2310
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Jul 24
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
5 Oct 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
8 Apr 22