James
Mcclure
O'Boyle Wealth Management, Inc
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About this Advisor
James Mcclure is a financial advisor based in Beverly Hills, California, working with O'Boyle Wealth Management, Inc. James has previously held positions at O'Boyle Wealth Management, Inc, Silverridge Asset Management, The Vanguard Group, Wake Forest University, and The American School In London. James has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, James is part of O'Boyle Wealth Management, Inc, which operates out of Beverly Hills, California. The firm has 1 office and 6 employees. The firm manages assets totaling $312.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at O'Boyle Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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O'Boyle Wealth Management, Inc Brokerage Details
$312,441,783
6
1,417
$220,495
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
James Mcclure Work History
O'Boyle Wealth Management, Inc
O'Boyle Wealth Management, Inc
Silverridge Asset Management
The Vanguard Group
Wake Forest University
The American School In London
Disclosures
Please visit the SEC profile of James Mcclure to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at O'Boyle Wealth Management, Inc
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
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