Claudia
Bruce
Mclean Asset Management Corp
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About this Advisor
Claudia Bruce is a financial advisor based in Vienna, Virginia, working with Mclean Asset Management Corp. Claudia has previously held positions at Mclean Asset Management Corporation, Yeske Buie, Virginia Tech Math Emporium, The Kelly Group, Virginia Tech University, and Middle And High School. Claudia has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Claudia is part of Mclean Asset Management Corp, which operates out of Vienna, Virginia. The firm has 5 offices and 26 employees. The firm manages assets totaling $749.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Mclean Asset Management Corp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mclean Asset Management Corp Brokerage Details
$749,379,462
26
1,380
$543,029
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Claudia Bruce Work History
Mclean Asset Management Corporation
Yeske Buie
Virginia Tech Math Emporium
The Kelly Group
Virginia Tech University
Middle And High School
Disclosures
Please visit the SEC profile of Claudia Bruce 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 Mclean Asset Management Corp
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
Arlington, VA
Vienna, VA
Vienna, VA
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