Mcdonald Partners LLC

Broker-DealerFINRA Member

Total AUM

$1.3B

Discretionary

$797M

62% of AUM

Accounts

1,765

Employees

Advisory reps

Brokerage reps

Firm details

Headquarters: Cleveland, Ohio
CRD number: 135414
Registered since: May 6, 2005
Website: www.mcdonald-partners.com
Custodians: RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Fixed Fees, Commissions
Client types: HNWI38.46%
Individuals37.88%
Corporations / Businesses15.85%
Charitable Organizations4.95%
Pooled Investment Vehicles1.55%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mcdonald Partners LLC is a limited liability company that operates as an independent broker-dealer and investment bank. The firm describes itself as a capital allocator serving both individual/family and institutional clients and combines brokerage services with advisory work. It offers a mix of fee arrangements, including percentage-of-AUM fees, fixed fees, and commissions, and conducts a range of advisory activities such as financial planning, portfolio management for individuals and pooled vehicles, pension consulting services, and the selection of other advisers. Mcdonald Partners is registered with the SEC; its registration began in 2005. The firm does not identify as an active ESG investor.