Insights

Targeted AUM Growth High net worth family focus with over 900 million in assets under management presents an opportunity to offer enhanced service models, sophisticated reporting, and customized income-focused strategies that align with their goals of preserving and growing client profitability.

Diversified Income Strategy MGAM emphasizes current income and capital gains across fixed income, high cash flow strategies, and growth with income, suggesting a need for integrative portfolio analytics, tax-efficient income solutions, and advanced cash flow forecasting services.

Education Driven Engagement Dedicated client education through NetWorth Radio and newsletters indicates a receptivity to educational content, webinars, and thought leadership programs that can be paired with advisory outreach to deepen client relationships and cross-sell services.

Tech Stack Modernization Utilizes WordPress, Modernizr, Tailwind CSS, MUI, Google Analytics, Heap, TrackJS, and cdnjs, signaling openness to digital onboarding, performance analytics, and UX enhancements for client portals and marketing automation.

Strategic Growth Potential Recent activity includes a notable Alphabet investment and a revenue range of 10-25 million, indicating capacity and appetite for scalable advisory services, systems integration, and premium reporting platforms to support asset growth and client transparency.

McGowanGroup Asset Management, Inc. Tech Stack

McGowanGroup Asset Management, Inc. uses 8 technology products and services including Hotjar, Open Graph, Cloudflare, and more. Explore McGowanGroup Asset Management, Inc.'s tech stack below.

  • Hotjar
    Analytics
  • Open Graph
    Content Management System
  • Cloudflare
    Content Management System
  • Modernizr
    Javascript Libraries
  • Formstack
    Online Form Builders
  • Material UI
    UI Frameworks
  • ZURB Foundation
    UI Frameworks
  • RankMath SEO
    Web Platform Extensions

McGowanGroup Asset Management, Inc.'s Email Address Formats

McGowanGroup Asset Management, Inc. uses at least 1 format(s):
McGowanGroup Asset Management, Inc. Email FormatsExamplePercentage
FirstL@themcgowangroup.comJohnD@themcgowangroup.com
44%
First.Last@themcgowangroup.comJohn.Doe@themcgowangroup.com
23%
FLast@themcgowangroup.comJDoe@themcgowangroup.com
16%
FL@themcgowangroup.comJD@themcgowangroup.com
17%

Frequently Asked Questions

What is McGowanGroup Asset Management, Inc.'s phone number?

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You can contact McGowanGroup Asset Management, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is McGowanGroup Asset Management, Inc.'s official website and social media links?

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McGowanGroup Asset Management, Inc.'s official website is themcgowangroup.com and has social profiles on LinkedIn.

How much revenue does McGowanGroup Asset Management, Inc. generate?

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As of August 2026, McGowanGroup Asset Management, Inc.'s annual revenue is estimated to be $10M - $25M.

What is McGowanGroup Asset Management, Inc.'s NAICS code?

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McGowanGroup Asset Management, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does McGowanGroup Asset Management, Inc. have currently?

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As of August 2026, McGowanGroup Asset Management, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include Chief Financial Officer: K. D.Director Of Research: A. O.Administrator: M. U.. Explore McGowanGroup Asset Management, Inc.'s employee directory with LeadIQ.

What industry does McGowanGroup Asset Management, Inc. belong to?

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McGowanGroup Asset Management, Inc. operates in the Financial Services industry.

What technology does McGowanGroup Asset Management, Inc. use?

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McGowanGroup Asset Management, Inc.'s tech stack includes HotjarOpen GraphCloudflareModernizrFormstackMaterial UIZURB FoundationRankMath SEO.

What is McGowanGroup Asset Management, Inc.'s email format?

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McGowanGroup Asset Management, Inc.'s email format typically follows the pattern of FirstL@themcgowangroup.com. Find more McGowanGroup Asset Management, Inc. email formats with LeadIQ.

When was McGowanGroup Asset Management, Inc. founded?

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McGowanGroup Asset Management, Inc. was founded in 1986.
McGowanGroup Asset Management, Inc. logo

McGowanGroup Asset Management, Inc.

Financial ServicesTexas, United States11-50 Employees

McGowanGroup Asset Management, Inc. is a Dallas-based financial services firm that provides asset management and personalized investment planning for high net worth families. Its approach spans traditional fixed income for safety, high cash-flow strategies, and growth with income, balancing current income with opportunities for capital gains. The firm emphasizes an ongoing search for investments aligned with client objectives and offers performance tracking from inception to show results. It also supports client education through NetWorth Radio broadcasts and related newsletters. Based in Dallas, Texas, the firm operates as a small to mid-sized practice and, as of April 1, 2024, reports over $900 million in assets under management; in March 2024 it disclosed a new investment in Alphabet Inc.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    McGowanGroup Asset Management, Inc.'s revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    McGowanGroup Asset Management, Inc.'s revenue is estimated to be in the range of $10M - $25M

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