Mclaughlin Investment Group, LLC is a large advisory firm based in Charlottesville. It manages $25.05 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.
Mclaughlin Investment Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mclaughlin Investment Group, LLC is $25.05 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Mclaughlin Investment Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Jerome Mclaughlin has been acting as President since 1 Mar 1997. David Michael Mclaughlin joined the executive team most recently as the Vice President.
The principal office where Mclaughlin Investment Group, LLC performs its advisory services is located at 254 East High Street, Charlottesville, VA 22902 5178, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 434-979-2550 or by fax 434-979-2850. The normal business hours are 9:00am to 5:00pm on Monday - Friday.