Overview
Assets Under Management: $11.6 billion
Headquarters: OAKBROOK TERRACE, IL
High-Net-Worth Clients: 9,086
Average Client Assets: $0.6 million
Frequently Asked Questions
MCDONNELL INVESTMENT MANAGEMENT, 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 #166176), MCDONNELL INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MCDONNELL INVESTMENT MANAGEMENT, LLC is headquartered in OAKBROOK TERRACE, IL.
MCDONNELL INVESTMENT MANAGEMENT, LLC serves 9,086 high-net-worth clients according to their SEC filing dated November 16, 2018. View client details ↓
According to their SEC Form ADV, MCDONNELL INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
MCDONNELL INVESTMENT MANAGEMENT, LLC manages $11.6 billion in client assets according to their SEC filing dated November 16, 2018.
According to their SEC Form ADV, MCDONNELL INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 9,086
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.22%
Average Client Assets: $0.6 million
Total Client Accounts: 9,601
Discretionary Accounts: 9,600
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 166176
Filing ID: 1250689
Last Filing Date: 2018-11-16 15:10:00