A complete list of active advisors currently associated with McGowan Group Asset Management, Inc.
Warmer can help you find a great advisor at McGowan Group Asset Management, Inc. or one who fits your needs even better.
McGowanGroup Asset Management, Inc. provides fee‑based asset management and portfolio management to individuals, high‑net‑worth clients, trusts, retirement plans, and other entities, managing approximately $1.083 billion in client assets across roughly 4,700 accounts. The firm offers individualized management through both wrap and non‑wrap fee programs and uses custodial and prime brokerage arrangements with Pershing Advisor Solutions for trade execution and account services. The firm’s investment process is organized around a set of named model disciplines — including CashFlow Units®, Allocation Units, Long‑Term Income, Growth, Energy, and Total Return — that combine tactical multi‑asset allocation with focused income or growth selection and include specific benchmarks for each model. Advisors gather client financial and cash‑flow information to tailor portfolios to objectives and risk tolerance, generally limiting client‑imposed security restrictions except in narrowly defined cases. Notable features that distinguish the firm from many peers are its role as a wrap fee program sponsor, its use of Pershing’s prime brokerage capabilities, and its public presentation of model benchmarks and performance information alongside firm websites that reference outside ratings. The firm also maintains a $1,000,000 consolidation requirement within the first calendar year for its asset management service and emphasizes income‑oriented strategies (such as its CashFlow Units® and EnergyUnits disciplines) that are less common among similarly sized team firms.
To learn more about the advisors currently working at McGowan Group Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 4
| |
Dallas, TX
| 4
| |
Dallas, TX
| 25
| |
Dallas, TX
| 8
| |
Dallas, TX
| 15
| |
Dallas, TX
| 5
| |
Dallas, TX
| 16
|
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