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Trent H. Mcdonald

MCDONALD CAPITAL INVESTORS INC·ORINDA, California
Unclaimed Profile
4 ORINDA WAY, ORINDA, CA 94563CRD# 1528205Firm CRD# 105562
01

About

Trent H. Mcdonald is a registered financial advisor based in ORINDA, California, affiliated with MCDONALD CAPITAL INVESTORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
MCDONALD CAPITAL INVESTORS INC
MCDONALD CAPITAL INVESTORS INC
AUM
$1.6B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at MCDONALD CAPITAL INVESTORS INC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1528205
Firm CRD# 105562
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Trent H. Mcdonald offer?
Trent H. Mcdonald specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in ORINDA, California for a consultation.
What are Trent H. Mcdonald's credentials?
Trent H. Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Trent H. Mcdonald located?
Trent H. Mcdonald is based in ORINDA, California, working with MCDONALD CAPITAL INVESTORS INC. Their office serves clients in the ORINDA metropolitan area and surrounding communities.
How does Trent H. Mcdonald charge for services?
Trent H. Mcdonald's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCDONALD CAPITAL INVESTORS INC?
MCDONALD CAPITAL INVESTORS INC has approximately 5 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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