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Mckinney Asset Management Inc. (Atlanta)


Mckinney Asset Management Inc. is an adviser based in Atlanta. It manages $26.4 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Georgia, and Tennessee.

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Mckinney Asset Management provides portfolio management for individuals and small businesses, pension consulting services, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mckinney Asset Management: assets under management

The assets under management (AUM) of Mckinney Asset Management Inc. is $26.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $192.7 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mckinney Asset Management Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Atlanta

The principal office where Mckinney Asset Management Inc. performs its advisory services is located at 3455 Peachtree Road Ne, Suite 500, Atlanta, GA 30326, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-567-5026 or by fax 404-601-5824. The normal business hours are 9:00 a.m. to 4:30p.m. on Monday - Friday. You can find more information about the New York firm at www.mamdirect.com.


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