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William Edward Mcdonnell

ATHERTON LANE ADVISERS, LLC·MENLO PARK, California
Clean recordATHERTON LANE ADVISERS, LLC
3000 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 1071100Firm CRD# 134090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Edward Mcdonnell · MENLO PARK, CA
Registration
CRD #1071100 · ATHERTON LANE ADVISERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Edward Mcdonnell is a registered financial advisor based in MENLO PARK, California, affiliated with ATHERTON LANE ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ATHERTON LANE ADVISERS, LLC
ATHERTON LANE ADVISERS, LLC
AUM
$2.6B
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at ATHERTON LANE ADVISERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Other: A FLAT ANNUAL RETAINER FEE
Regulatory
SEC/IARD CRD# 1071100
Firm CRD# 134090
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Edward Mcdonnell offer?
William Edward Mcdonnell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MENLO PARK, California for a consultation.
What are William Edward Mcdonnell's credentials?
William Edward Mcdonnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Edward Mcdonnell located?
William Edward Mcdonnell is based in MENLO PARK, California, working with ATHERTON LANE ADVISERS, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does William Edward Mcdonnell charge for services?
William Edward Mcdonnell's firm is compensated through percentage of aum, other: a flat annual retainer fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATHERTON LANE ADVISERS, LLC?
ATHERTON LANE ADVISERS, LLC has approximately 34 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ATHERTON LANE ADVISERS, LLC

Janet King Littlefield
MENLO PARK, CA
Perry Vaughn Olson
MENLO PARK, CA
Gary Robert Patterson
MENLO PARK, CA

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Research
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