James
Mcclure

O'Boyle Wealth Management, Inc

CRD#7301580
Investment Advisor
in Beverly Hills, CA

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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

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9701 Wilshire Boulevard 10Th Floor
Beverly Hills, CA 90212

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O'Boyle Wealth Management, Inc Brokerage Details

Total Assets Under Management

$312,441,783

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

1,417

CA Average: 3,727
Average Account Size

$220,495

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

James Mcclure Work History

2020 - Present (4 years)

O'Boyle Wealth Management, Inc

2020 - 2020 (< 1 year)

O'Boyle Wealth Management, Inc

2018 - 2018 (< 1 year)

Silverridge Asset Management

2017 - 2017 (< 1 year)

The Vanguard Group

2015 - 2019 (4 years)

Wake Forest University

2007 - 2015 (8 years)

The American School In London

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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

Justin Lewis
Beverly Hills, CA
Carol O'Boyle
Beverly Hills, CA
Shayan Lankarani
Beverly Hills, CA
Nicholas Duff
Beverly Hills, CA
Joseph O'Boyle
Beverly Hills, CA
Colm Oboyle
Beverly Hills, CA
James Mcclure
Beverly Hills, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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