RIA Intel›Advisers›MCINROY & WOOD LIMITED

MCINROY & WOOD LIMITED

Advisory

N·HADDINGTON, EAST LOTHIAN

Data as of Jul 25, 2024 · Source: SEC Form ADV

Total AUM

$2.4B

1-Year AUM Growth

+3.7%

3-Year CAGR

-1.4%

Employees

16

Assets Under Management

Total AUM$2.4B

Discretionary AUM$2.4B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1,110

Team

Total Employees16

Investment Advisers75

Employee Growth (1Y)+15.8%

Filing History

Total Filings on Record4

First FilingNov 5, 2021

Latest FilingJul 25, 2024

🔒 Full AUM trend chart and 4 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MCINROY & WOOD LIMITED

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.