Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for McAdam
- ·The full record, as it builds
Funding rounds
No funding rounds for McAdam are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About McAdam
Provider of retirement planning services for high net worth individuals. McAdam offers a three-step process for building a retirement plan, including discovering the client's ideal retirement, evaluating their current financial situation, and providing a custom strategy to advance their retirement goals. The firm has multiple locations and offers informational seminars, consultations, and meetings with a team of financial advisors, investment directors, and client service specialists.
- Sector
- Financial Services
- HQ
- Philadelphia, PA, United States
- Employees
- 247
- Website
- mcadamfa.com/
- Ownership
- Privately Held (no backing)
McAdam doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in McAdam shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on McAdam in its N-PORT filings yet. We sweep new filings monthly.