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Mckeelgesek Financial Advisory Services, LLC (Coppell)


Mckeelgesek Financial Advisory Services, LLC is a large advisory firm based in Coppell. It manages $60 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.




Mckeelgesek Financial Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mckeelgesek Financial Advisory Services: assets under management

The assets under management (AUM) of Mckeelgesek Financial Advisory Services, LLC is $60 million. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $666.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $500 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mckeelgesek Financial Advisory Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Based in Coppell

The principal office where Mckeelgesek Financial Advisory Services, LLC performs its advisory services is located at 235 South Denton Tap Road, Coppell, TX 75019, 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 972-745-9080 or by fax 972-745-0799. The normal business hours are 9 am to 5 pm on Monday - Friday.


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