Mcdonald Partners LLC
Mcdonald Partners LLC (CRD# 135414) is a financial advisory firm headquartered in Cleveland, OH. They manage $1,115,223,985 in 1,967 accounts and serve the financial needs of clients across 42 states (or territories).
-
Total Assets Under Management1,115MILLION
-
Total Number of Accounts1,967ACCOUNTS
-
Average Account Value$566,967
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
![](/img/ws/firm-ria-sec-logo.png)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Maryanne Battistone (CRD# 2171547) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has 1 year of experience in the finance industry.
William Fazekas (CRD# 3224162) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 24 years of experience in the finance industry.
John Goodman (CRD# 1386009) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 38 years of experience in the finance industry.
William Hegarty (CRD# 2784174) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 27 years of experience in the finance industry.
Rita Mansour (CRD# 1968418) is an Investment Advisor Representative working at Mcdonald Partners LLC in Toledo, OH and has over 35 years of experience in the finance industry.
Devon McArdle (CRD# 2729703) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 28 years of experience in the finance industry.
John McArdle (CRD# 5386698) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 13 years of experience in the finance industry.
Arnold McDonald (CRD# 5126644) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 17 years of experience in the finance industry.
Thomas McDonald (CRD# 326904) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 34 years of experience in the finance industry.
Michael McGrail (CRD# 5970843) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 12 years of experience in the finance industry.