McLellan Financial Services

Financial Services • Rochester, Michigan, United States • 1-10 Employees

Company overview

Headquarters	714 North Main Street, Suite 101, Rochester, MI 48307, US
Phone number	+1483071001
Website	mclellanfinancial.net
NAICS	52
SIC	628
Keywords	Investments, Wealth Management, Retirement Planning, Financial Planning
Employees	1-10
Socials

Key Contact at McLellan Financial Services

James W. Mclellan

Financial Advisor, Franchise Owner

About McLellan Financial Services

McLellan Financial Services is a wealth management and financial services firm based in Rochester, Michigan. James and his firm provide investment management and financial services for individuals, families, municipalities, and business owners in the Oakland County area, as well as throughout Michigan and across the country. Specialties include: retirement planning, investment management, financial planning, 401(k) plans, IRAs, college funding, investment properties, insurance, and alternative investments. *Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

McLellan Financial Services revenue & valuation

Annual revenue	$4,051,369
Revenue per employee	$1,351,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$13,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

McLellan Financial Services has never raised funding before.

McLellan Financial Services Tech Stack

Discover the technologies and tools that power McLellan Financial Services's digital infrastructure, from frameworks to analytics platforms.

Adobe Analytics

Analytics

jQuery

JavaScript libraries

Linkedin Ads

Advertising

Bloomreach

CMS

DigiCert

SSL/TLS certificate authorities

HSTS

Security

Open Graph

Miscellaneous

VideoJS

Video players

Adobe Experience Platform Identity Service

Customer data platform

Adobe Experience Platform Launch

Tag managers

Facebook Login

Authentication

lit-element

JavaScript libraries

Frequently asked questions

McLellan Financial Services is located in Rochester, Michigan, US.

You can reach McLellan Financial Services at +1483071001.

McLellan Financial Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at McLellan Financial Services

James W. Mclellan

Financial Advisor, Franchise Owner

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