|
⚲
|
| McDonald Financial Services LLC
✚
|
|
|---|---|
| CRD # | 282899 |
| SEC # | 801-107431 |
| CIK # | |
| AUM | $580.1 M (2025-03-31) |
| Employees | 8 (75% Investors, 62% Brokers) |
| Phone | 334-387-0094 |
| Address | 350 Leavell Circle Montgomery, AL 36117 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 414 | 74.8 |
| (b) Individuals (high net worth individuals) | 216 | 172.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 63 | 323.2 |
| (h) Charitable organizations | 4 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 8.8 |
| (n) Other | 0 | 0.0 |
| Total | 713 | 580.1 |
| By Discretionary | ||
| Discretionary | 628 | 256.9 |
| Non-Discretionary | 85 | 323.2 |
| Total | 713 | 580.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 580.1 | |
| Total | 713 | 580.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Winslow Asset Management Inc
✚
|
OH | 0.6 |
|
Sandy Cove Advisors LLC
✚
|
MA | 0.6 |
|
Family WMS LLC
✚
|
GA | 0.6 |
|
Family Office Research LLC
✚
|
MD | 0.6 |
|
Dempsey Lord Smith LLC
✚
|
GA | 0.6 |
|
Rowling & Associates LLC
✚
|
CA | 0.6 |
|
Sarasin Asset Management Limited
✚
|
0.6 | |
|
East End Financial Group Inc
✚
|
NY | 0.6 |
|
Monument Group Wealth Advisors LLC
✚
|
MA | 0.6 |
|
EWG Elevate Inc
✚
|
CA | 0.6 |