McCauley Investment Advisory

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

300

Total plan assets

$2.1M

Filings (rows)

Direct comp

$6K

Indirect comp

Showing only "MCCAULEY INVESTMENT ADVISORY"

View all 2 variants aggregated →

MCCAULEY INVESTMENT ADVISORS2 MCCAULEY INVESTMENT ADVISORY1

SERVICES PROVIDED

Investment manager1

Prospecting the plans that use McCauley Investment Advisory?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Navajo Health Foundation - Sage Memorial Hospital, Inc. Sage Memorial Hospital Tax Sheltered Annuity · all filings	GANADO, AZ	Investment manager	300	$2.1M	$6K	$0