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McCarthy & Cox Retirement & Estate Specialists LLC

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Total assets under management

$641,806,550

More info

Total clients

961

18% high-net worth

Total advisors

8

of 20 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

120

Average account size

$667,853

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

McCarthy & Cox Retirement & Estate Specialists LLC

127 W. 5 Th Street

Marysville OH 43040, United States

Number of offices

2

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 937-644-0351

Advisors at this firm

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Tony D

Series 63

Marysville, OH

McCarthy & Cox Retirement & Estate Specialists LLC
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James C

CFP®, Series 66

Marysville, OH

McCarthy & Cox Retirement & Estate Specialists LLC
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Wesley B

CFA®, Series 63, Series 65

Marysville, OH

McCarthy & Cox Retirement & Estate Specialists LLC
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Quinn M

CFP®, Series 66

Marysville, OH

McCarthy & Cox Retirement & Estate Specialists LLC
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Mark F

CFP®, Series 63, Series 65

Marysville, OH

McCarthy & Cox Retirement & Estate Specialists LLC
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Megan C

CFP®, Series 63, Series 65

Marysville, OH

McCarthy & Cox Retirement & Estate Specialists LLC
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