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McLean Financial Planning and Investment Management
MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT is a state-registered investment adviser in MENTOR, OH. The firm manages approximately $16 million in...
Overview
MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT is a state-registered investment adviser in MENTOR, OH. The firm manages approximately $16 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Mentor
Corporate office
McLean, VA, United States
Sector focus
Frequently asked questions
What is the firm's known posture on co-investments alongside external GPs?
McLean Financial Planning has not publicly disclosed a co-investment program. Given the office's family-office structure and preference for direct real estate and credit origination, co-investment rights in venture funds are probable but unconfirmed. The office's low profile makes public verification of specific co-investment activity difficult.
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