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.
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 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. 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.
Mcbride James Henry is owned by James Henry Mcbride. James Thomas Englert joined the executive team most recently as the Member/Owner.
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.
You can reach the main office by calling the phone number 585-935-5300 or by fax 585-777-4037. The normal business hours are 8 am - 5 pm on Monday - Friday.