THE MCHUGH GROUP, LLC
Adviser information for THE MCHUGH GROUP, LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 169 | $279.5M |
| Non-Discretionary | 0 | $0 |
| Total | 169 | $279.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 20 | $6.3M |
| HNW Individuals | 18 | $273.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Lawyer or law firm |
Identifiers
| SEC RIA File Number | 801-120942 |
|---|---|
| SEC ERA File Number | 801-120942 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 119811 |
| Legal Entity Identifier | None |
Principal Office
14700 DETROIT AVE, SUITE 2LAKEWOOD
OH
United States
Monday - Friday, 9:00 - 5:00
Tel: 216-529-0320, Fax: 216-529-0424
Chief Compliance Officer
TERRENCE MCHUGH
OWNER
14700 DETROIT AVE, SUITE 2
LAKEWOOD
OH
United States
Tel:
216-529-0320
Fax:
216-529-0424
T******@*****************T
(Full email address available in API data)
Industry Affiliates
| LAW FIRM | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCHUGH, TERRENCE, PATRICK | Individual | – | OWNER & CHIEF COMPLIANCE OFFICER | 01/2002 | > 75% |