Assets Under Management
$37.3B
Number of Clients
363
Number of Advisors
23
Average Client AUM
$102.6M
AUM per Advisor
$1.6B
Compensation
Fee-Only (AUM)Fixed/Hourly
MCA offers investment advice on various securities and assets. Accounts are managed based on client-provided investment policies. They may act as an ERISA 3(21) advisor or 3(38) manager for retirement plans, selecting and monitoring investments and asset allocation. They utilize AI to process data, with human oversight.
5910 Mineral Point Rd, Madison, WI, 53705