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MCLEAN ASSET MANAGEMENT CORPORATION, CRD 108067
TYSONS, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DEAN TAKAYUKI UMEMOTO | Certified Financial Planner|Chartered Financial Consultant | Tysons, VA | 35 | 46 | n/a | no |
| ALEJANDRO MURGUIA | n/a | Alexandria, VA | TYSONS, VA | 22 | 23 | 1 | no |
| ATHENA CHANG | Certified Financial Planner | TYSONS, VA | 17 | 25 | 1 | no |
| JESSICA NOELLE WUNDER | Certified Financial Planner | TYSONS, VA | 14 | 22 | 4 | no |
| PAULA BONNIE FRIEDMAN | Certified Financial Planner | TYSONS, VA | 13 | 18 | 1 | no |
| WADE DONALD PFAU | Chartered Financial Analyst | Coppell, TX | TYSONS, VA | COPPELL, TX | 12 | 13 | 1 | no |
| ALANA LIGHT | Certified Financial Planner | TYSONS, VA | 8 | 15 | 4 | no |
| JASON VICTOR RIZKALLAH | Certified Financial Planner|Chartered Financial Consultant | TYSONS, VA | Silver Spring, MD | 6 | 19 | 3 | no |
| LAUREN E SQUEGLIA | n/a | TYSONS, VA | Bedford, NH | 5 | 20 | 1 | no |
| BRIAN MICHAEL BASS | Certified Financial Planner | Reisterstown, MD | TYSONS, VA | 5 | 12 | 2 | no |
| JONATHAN Stephen MARCELLINO | Certified Financial Planner | Arlington, VA | TYSONS, VA | 3 | 13 | n/a | no |
| ROBERT RICHARD CORDEAU | Certified Financial Planner|Chartered Financial Consultant | Milford, NH | TYSONS, VA | 3 | 28 | 4 | no |
| Claudia Bruce | Certified Financial Planner | TYSONS, VA | 2 | 13 | n/a | no |
| ALEXANDER EVAN SCOTT | Certified Financial Planner|Chartered Financial Consultant | TYSONS, VA | Maineville, OH | 1 | 20 | 3 | no |
| Nicholas Studebaker | n/a | TYSONS, VA | 1 | 11 | n/a | no |
| Paige Rita Smith Ducey | n/a | Mt. Pleasant, SC | TYSONS, VA | 0 | 14 | 5 | no |
| ELIZABETH M HOLLMAN | n/a | TYSONS, VA | Cockeysville, MD | 0 | 12 | 4 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MURGUIA, ALEJANDRO | MANAGING PRINCIPAL | C | yes | 11/2014 | May 22, 2026 | May 22, 2026 |
| Smith Ducey, Paige, Rita | CHIEF COMPLIANCE OFFICER | Na | yes | 05/2026 | May 22, 2026 | May 22, 2026 |
| UMEMOTO, DEAN, TAKAYUKI | MANAGING PRINCIPAL | B | yes | 09/1984 | May 22, 2026 | May 22, 2026 |
| UMEMOTO, KAREN, CHIKA | Shareholder | B | yes | 02/2010 | May 22, 2026 | May 22, 2026 |
| FRENCH, ROBERT, TIMOTHY | Trustee | F | yes | 03/2016 | Mar 16, 2020 | Feb 29, 2024 |
| French, Virginia, Ting-Shu | Trustee | F | yes | 03/2016 | May 12, 2020 | Feb 29, 2024 |
| THE ROBERT T. FRENCH REVOCABLE TRUST OF 2016 | Shareholder | A | yes | 04/2020 | May 12, 2020 | Feb 29, 2024 |
| FRIEDMAN, PAULA, BONNIE | MANAGING PRINCIPAL AND CEO | Na | no | 01/2017 | May 22, 2026 | May 22, 2026 |
| PFAU, WADE, DONALD | Principal | Na | no | 03/2020 | May 22, 2026 | May 22, 2026 |
| WUNDER, JESSICA, NOELLE | Principal | Na | no | 03/2020 | May 22, 2026 | May 22, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| RETIREMENT RESEARCHER, LLC | n/a | No RAUM reported | $0 | N | yes | n/a |
| MCLEAN INSURANCE SOLUTIONS, LLC | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 23, 2026 | $994M | $985M | 26 | 17 | 4 | n/a | n/a |
| 2024 | Mar 31, 2025 | $819M | $812M | 26 | 17 | 4 | n/a | n/a |
| 2023 | Feb 29, 2024 | $749M | $738M | 26 | 17 | 5 | n/a | n/a |
| 2022 | Mar 7, 2023 | $884M | $878M | 26 | 17 | 6 | n/a | n/a |
| 2021 | Mar 9, 2022 | $991M | $984M | 29 | 19 | 5 | n/a | n/a |
| 2020 | Mar 15, 2021 | $844M | $799M | 26 | 17 | 4 | n/a | n/a |
| 2019 | Mar 16, 2020 | $845M | $790M | 25 | 18 | 4 | n/a | n/a |
| 2018 | Mar 13, 2019 | $744M | $660M | 24 | 15 | 4 | n/a | n/a |
| 2017 | Mar 7, 2018 | $740M | $687M | 22 | 16 | 4 | n/a | n/a |
| 2016 | Mar 30, 2017 | $935M | $935M | 22 | 16 | n/a | n/a | n/a |
| 2015 | Mar 28, 2016 | $784M | $784M | 22 | 16 | n/a | n/a | n/a |
| 2014 | Mar 18, 2015 | $566M | $566M | 21 | 11 | n/a | n/a | n/a |
| 2013 | Feb 13, 2014 | $537M | $511M | 21 | 11 | n/a | n/a | n/a |
| 2012 | Jan 30, 2013 | $555M | $553M | 26 | 12 | n/a | n/a | n/a |
| 2011 | Mar 26, 2012 | $444M | $424M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 1 | 1 | 5.9% | 0 | 0 | 0 | 4 | 4 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $994M | $819M | 21.3% | $884M | 4.0% | 26 | 26 | 4 | 4 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| AURELIUS FAMILY OFFICE, LLC | 2 | Dec 31, 2022 | Oct 3, 2022 | BEDFORD, NH | Team lift out | RIA to new firm | 11.1% |