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Overview

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 5, 2019
    • $78.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 121
      Accounts
    • $646.1K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

18

name start date
Jesse G. Dogillo, Certified Financial Planner™
July 1996
Laurence Alan Krueger
September 2017
David Granville Mcclurg
October 1985
Dennis Patrick Hipps
July 2008
Charles David Dependahl
September 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Mcclurg Capital Corporation Dual Registrant $78,180,125

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      David Granville Mcclurg President/Chief Compliance Officer/Trustee June, 1985 less than 5%
      Tracy Anne Mcclurg Director/Trustee June, 1985 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Commissions