Mcbride James Henry (Rochester)

Mcbride James Henry is a large advisory firm based in Rochester. It manages $202.7 million of regulatory assets for 516 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Mcbride James Henry provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcbride James Henry: assets under management

The assets under management (AUM) of Mcbride James Henry is $202.7 million. The firm's AUM has grown by 438% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $184.7 million in discretionary accounts and $18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $406.83 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $290.32 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcbride James Henry for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mcbride James Henry

Mcbride James Henry is owned by James Henry Mcbride. James Thomas Englert joined the executive team most recently as the Member/Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Henry Mcbride	Owner	1 Sep 1988	75% - 100%	1319851
Jennifer Englert Vogler	Chief compliance officer	1 Sep 2005	Other	5043110
James Thomas Englert	Member/owner	1 Jan 2008	50% - 75%	2203350

Based in Rochester

The principal office where Mcbride James Henry performs its advisory services is located at 36 West Main Street, Rochester, NY 14614, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.