McMahon Financial Advisors is an investment advisor in Pittsburgh with $274.50 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
471999834
SEC advisor number
801-79952
FINRA CRD number
171984
AUM ?
$274.50 mm
(as of 7 Jul 20)
Accounts
1,392
(as of 7 Jul 20)
Employees
9
(8 investment advisory or research)
Address
McMahon Financial Advisors
650 WASHINGTON ROAD
SUITE 1000
PITTSBURGH
PA 15228
650 WASHINGTON ROAD
SUITE 1000
PITTSBURGH
PA 15228
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
4123438700
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mcmahon, Christopher, Sean | Managing Member; Chief Executive Officer; Chief Investment Officer | 10/2014 | > 75% |
Petruska, Megan, Marie | Chief Operating Officer | 10/2014 | < 5% |
Keegan, Mary, Elizabeth | Chief Counsel & Chief Compliance Officer | 07/2018 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
22 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22