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MCGOWAN & CO LLP

BRYN MAWR, PA · CRD 108736 · IAPD ↗ · mcgowanco.com · 610-520-2400

$655.6MRegulatory AUM
3Advisory reps
3Employees
240Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — MCGOWAN & CO LLP notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — MCGOWAN & CO LLP crossed $500M in regulatory AUM ($485.0M -> $575.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.