Sign in
Create a free account
MCDONALD PARTNERS LLC
CLEVELAND, OH
216-912-0567
SEC #801-64294Total AUM
$1.3B
Employees
29Clients
1,170Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1301 EAST 9TH STREET
SUITE 3700
CLEVELAND
OH 44114
United States
SUITE 3700
CLEVELAND
OH 44114
United States
Operating Hours
8:00 TIL 5:00
Monday - Friday
Monday - Friday
Phone
216-912-0567
Other Offices
3
Financials
Total AUM
$1.3B
Accounts
1,765Discretionary
$797.5M
Accounts
914Non-Discretionary
$481.8M
Accounts
851
Clients
Individual Clients
838AUM
$484.5M
HNW Individual Clients
293AUM
$492M
Pooled Vehicle Clients
4AUM
$19.8M
Pension/Profit Sharing Plan Clients
9AUM
$16.8M
Charitable Organization Clients
13AUM
$63.4M
Corporation or Business Clients
13AUM
$202.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKYLAMAMDMIMNMOMSMTNCNHNJNYOHORPASCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.