Overview
Assets Under Management: $164 million
Headquarters: ORLANDO, FL
High-Net-Worth Clients: 158
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 158
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.04
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 495
Discretionary Accounts: 495
Regulatory Filings
CRD Number: 143767
Last Filing Date: 2024-06-27 00:00:00
Website: https://mcdonoughcapital.com