AIMCDONNAUGH & CO. INC.

Overview

Aimcdonnaugh & Co. Inc. operates as a corporation and functions primarily as an insurance broker dealer. The firm focuses on providing financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. Its client base consists of individuals and families, highlighting a personalized approach to wealth management. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While the firm is not an active ESG investor, it plays a role as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices