Overview
Assets Under Management: $462 million
Headquarters: MONTGOMERY, AL
High-Net-Worth Clients: 216
Average Client Assets: $798,955
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