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Building 2MCDONALD CAPITAL INVESTORS INC

Map pinORINDA, CA
Phone925-258-5401
NotebookSEC #801-17866
Total AUM
$1.9B
Employees
5
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 ORINDA WAY
SUITE 120-D
ORINDA
CA 94563
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
925-258-5401

ReceiptFinancials

Total AUM
$1.9B
Accounts
90
Discretionary
$1.9B
Accounts
90
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$3.5M
HNW Individual Clients
73
AUM
$1.1B
Pooled Vehicle Clients
2
AUM
$328.4M
Pension/Profit Sharing Plan Clients
2
AUM
$171.8M
Charitable Organization Clients
7
AUM
$224.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODEFLNY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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