Mcdermott Investment Advisors, LLC
Mcdermott Investment Advisors, LLC is an SEC-registered mass-market adviser in Naples, FL with $203.3M assets under management (AUM, regulatory AUM), -4% over one year. See who owns Mcdermott Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132221, SEC 801-79404, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $203.3M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Naples, FL
- Employees
- 10
- Clients
- 618
- CRD
- 132221
- Ownership
- MCDERMOTT, DEAN, PATRICK; KALE, SEEMA, S; MCDERMOTT, KATHLEEN, KOVACS
How much AUM does Mcdermott Investment Advisors, LLC have?
Mcdermott Investment Advisors, LLC reported $203.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Mcdermott Investment Advisors, LLC?
Disclosed owners and executives of Mcdermott Investment Advisors, LLC include MCDERMOTT, DEAN, PATRICK, KALE, SEEMA, S, MCDERMOTT, KATHLEEN, KOVACS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.