Overview
Assets Under Management: $462 million
Headquarters: MONTGOMERY, AL
High-Net-Worth Clients: 216
Average Client Assets: $798,955
Frequently Asked Questions
MCDONALD FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282899), MCDONALD FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
MCDONALD FINANCIAL SERVICES, LLC is headquartered in MONTGOMERY, AL.
MCDONALD FINANCIAL SERVICES, LLC serves 216 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, MCDONALD FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MCDONALD FINANCIAL SERVICES, LLC manages $462 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, MCDONALD FINANCIAL SERVICES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 216
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.75
Average High-Net-Worth Client Assets: $798,955
Total Client Accounts: 994
Discretionary Accounts: 913
Non-Discretionary Accounts: 81
Regulatory Filings
CRD Number: 282899
Last Filing Date: 2024-03-29 00:00:00
Website: https://mcdonaldfinancialsvc.com