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).

Current Firm Details
1301 East 9th Street, Suite 3700, Cleveland, OH 44114
https://mcdonald-partners.com
By the Numbers
  • Total Assets Under Management
    1,115
    MILLION
  • Total Number of Accounts
    1,967
    ACCOUNTS
  • Average Account Value
    $566,967
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Mcdonald Partners LLC
Showing 21 - 26 of 26 top financial advisors.
21
Russell Wood, financial advisor Cleveland OH
Russell C. Wood
CRD#: 2290760
1301 East 9th Street, Suite 3700, Cleveland, OH 44114

Russell Wood (CRD# 2290760) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 12 years of experience in the finance industry.

22
Thomas Yako, financial advisor Cleveland OH
Thomas A. Yako
CRD#: 3002163
1301 East 9th Street, Suite 3700, Cleveland, OH 44114

Thomas Yako (CRD# 3002163) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 21 years of experience in the finance industry.

23
Jared Goodman, financial advisor Cleveland OH
Jared D. Goodman
CRD#: 6209489
1301 East 9th Street, Suite 3700, Cleveland, OH 44114

Jared Goodman (CRD# 6209489) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 2 years of experience in the finance industry.

24
Helene Shafiyan, financial advisor Cleveland OH
Helene Shafiyan
CRD#: 1086870
1301 East 9th Street, Suite 3700, Cleveland, OH 44114

Helene Shafiyan (CRD# 1086870) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 40 years of experience in the finance industry.

25
Andrew Stover, financial advisor Cleveland OH
Andrew J. Stover
CRD#: 1582623
1301 East 9th Street, Suite 3700, Cleveland, OH 44114

Andrew Stover (CRD# 1582623) is an Investment Advisor Representative working at Mcdonald Partners LLC in Cleveland, OH and has over 37 years of experience in the finance industry.

26
Nathan Wood, financial advisor Toledo OH
Nathan R. Wood
CRD#: 7523138
One Seagate, Suite 1825, Toledo, OH 43604

Nathan Wood (CRD# 7523138) is an Investment Advisor Representative working at Mcdonald Partners LLC in Toledo, OH and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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