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).
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Total Assets Under Management1,115MILLION
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Total Number of Accounts1,967ACCOUNTS
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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)
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 26 years of experience in the finance industry.
Jonathan Lucas (CRD# 6952356) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 5 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 34 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 27 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 16 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.