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MCCARTHY ASSET MANAGEMENT, INC.

REDWOOD SHORES, CA · CRD 118285 · IAPD ↗ · mamportfolios.com · (650) 610-9540

$422.4MRegulatory AUM
2Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2024 — MCCARTHY ASSET MANAGEMENT, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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