Mcstay John Investment Counsel is a large advisory firm based in Dallas. It manages $5.55 billion of regulatory assets for 102 client accounts. It has been registered with the SEC as an adviser since 2001.
Mcstay John Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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 Mcstay John Investment Counsel is $5.55 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Mcstay John Investment Counsel 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.
Win Jay Neuger has been acting as President since 1 Apr 1999. Inc. Aig Asset Management Service joined the executive team most recently as the Managing Partner.
The principal office where Mcstay John Investment Counsel performs its advisory services is located at 5949 Sherry Lane Ste 1600, Dallas, TX 75225, 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 214-365-5200 or by fax 214-706-5135. The normal business hours are 7:30 am - 6:30 pm on Monday - Friday.