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MCDONALD INVESTMENTS INC.
CLEVELAND, OH
216-443-2300
SEC #801-11037Total AUM
$6.2B
Employees
1,000Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
MCDONALD INVESTMENTS CENTER
800 SUPERIOR AVENUE
CLEVELAND
OH 44114
USA
800 SUPERIOR AVENUE
CLEVELAND
OH 44114
USA
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
216-443-2300
Financials
Total AUM
$6.2B
Accounts
12,887Discretionary
$5.5B
Accounts
10,161Non-Discretionary
$652M
Accounts
2,726
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Misdemeanor ConvictionMisdemeanor Conviction ChargeOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.