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Foretich Robert Mccleland (Anacortes)


Foretich Robert Mccleland is an adviser based in Anacortes. It manages $22.4 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.




Foretich Robert Mccleland provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Foretich Robert Mccleland: assets under management

The assets under management (AUM) of Foretich Robert Mccleland is $22.4 million. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.94 million in discretionary accounts and $20.45 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $486.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.82 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Foretich Robert Mccleland 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 Anacortes

The principal office where Foretich Robert Mccleland performs its advisory services is located at 1220 11 Th St, Anacortes, WA 98221 The mailing address of the firm is P O Box 998, Anacortes, WA 98221. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-621-8638. The normal business hours are 11:00 15:00 by appt on Monday - Friday.


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