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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: MCCLURE FINANCIAL PLANNINGCRD Number: 123407OtherThanAnnual Amendment
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How to fill out mcclure investment management llc

01
Visit the McClure Investment Management LLC website.
02
Locate the investment application form.
03
Fill out your personal information, including name, address, and contact details.
04
Provide financial information, such as income, assets, and investment preferences.
05
Review the investment strategy and confirm your understanding of risks.
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Sign and date the application form.
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Submit the completed form via email or by mail as specified on the website.

Who needs mcclure investment management llc?

01
Individuals seeking professional investment management.
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People looking to diversify their investment portfolio.
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High-net-worth individuals needing personalized financial advice.
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Institutions needing assistance in managing their investments.
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McClure Investment Management LLC is a financial firm that offers investment management services, including advice and management of assets for clients, typically focusing on investment strategies and portfolio management.
Entities such as LLC members, managers, or anyone involved in the operational activities of McClure Investment Management LLC are typically required to file reports or paperwork regarding the management and financial status of the entity.
Filling out McClure Investment Management LLC paperwork typically involves providing details about the firm's structure, management, members, financial performance, and any relevant investment strategies. It is advisable to consult with a legal or financial professional for accurate completion.
The purpose of McClure Investment Management LLC is to manage investments on behalf of clients, providing financial planning, portfolio management, and advisory services aimed at achieving clients' financial goals.
Information reported on McClure Investment Management LLC typically includes business structure, financial statements, investment allocations, management team details, and compliance with regulatory requirements.
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