McLean Asset Management Corporation
● SEC registered since 1998CRD 108067SEC# 801-55363Tysons, VA
Reg. AUM
$993.9M
Employees
26
Accounts
1,504
Location
Tysons, VA
McLean Asset Management Corporation assets under management
McLean Asset Management Corporation is a registered investment adviser overseen by the SEC based in Tysons, VA. The firm has been registered since 1998. It reports $993.9 million in regulatory assets under management and employs 26 people.
McLean Asset Management Corporation owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alejandro Murguia Control | Managing Principal | 25-50% | 2014 |
| Dean Takayuki Umemoto Control | Managing Principal | 10-25% | 1984 |
| Jessica Noelle Wunder | Principal | Under 5% | 2020 |
| Karen Chika Umemoto Control | Shareholder | 10-25% | 2010 |
| Paige Rita Smith Ducey Control | Chief Compliance Officer | Under 5% | 2026 |
| Paula Bonnie Friedman | Managing Principal And Ceo | Under 5% | 2017 |
| Wade Donald Pfau | Principal | Under 5% | 2020 |
Frequently asked questions
How much does McLean Asset Management Corporation manage?
McLean Asset Management Corporation reports $993.9 million in regulatory assets under management on its Form ADV.
How many employees does McLean Asset Management Corporation have?
McLean Asset Management Corporation reports 26 employees.
Where is McLean Asset Management Corporation located?
McLean Asset Management Corporation is based in Tysons, VA and has been SEC-registered since 1998.
Does McLean Asset Management Corporation disclose fund performance?
McLean Asset Management Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1900 Gallows Road, Suite 350, Tysons, VA 22182 |
| Phone | 703-827-0636 |
| Fax | 703-556-8628 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1833140 |
| Discloses disciplinary history | No |
Regulatory AUM
$993.9M▲ 21%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,306 advisers
EmployeesTop 20%
More than 80% of 16,824 advisers
Assets under management
$993.9Mregulatory AUM
Discretionary $985MNon-discretionary $9M