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Building 2MCDONALD CAPITAL MANAGEMENT

Map pinLUBBOCK, TX
Phone806-744-8617
NotebookSEC #801-61327
Total AUM
$357.7M
Employees
2
Clients
183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8001 QUAKER AVENUE
SUITE J
LUBBOCK
TX 79424
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
806-744-8617

ReceiptFinancials

Total AUM
$357.7M
Accounts
402
Discretionary
$357.7M
Accounts
402
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
84
AUM
$24.5M
HNW Individual Clients
77
AUM
$252M
Pooled Vehicle Clients
2
AUM
$8.4M
Charitable Organization Clients
9
AUM
$42.9M
Corporation or Business Clients
11
AUM
$29.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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