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Shareholder · McLean Asset Management Corp.

Karen C. Umemoto

CRD 5877126 · Named on Form ADV at one SEC-registered adviser

At a glance

McLean Asset Management Corp., an SEC-registered wealth manager based in Tysons, VA with $994 million in regulatory assets, lists Karen C. Umemoto on its Form ADV as Shareholder, a control person.

Firms and roles

AtlasMembers

Karen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings (6)

1 more person named with Karen on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.