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
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.
Laura Mineo (CRD# 2011952) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has 1 year of experience in the finance industry.
Paul Moody (CRD# 1184243) is an Investment Advisor Representative working at Mcdonald Partners LLC in Boyne City, MI and has over 22 years of experience in the finance industry.
Matthew Norton (CRD# 5226715) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 17 years of experience in the finance industry.
Timothy Norton (CRD# 726982) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 42 years of experience in the finance industry.
Michael Powers (CRD# 1101261) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 41 years of experience in the finance industry.
Jacqueline Randall (CRD# 2062954) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 29 years of experience in the finance industry.
Steven Rivkin (CRD# 6026064) is an Investment Advisor Representative working at Mcdonald Partners LLC in Beachwood, OH and has over 6 years of experience in the finance industry.
Joseph Stanzi (CRD# 1553829) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 37 years of experience in the finance industry.
Ted Stone (CRD# 2485507) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 12 years of experience in the finance industry.