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Claire Christie Mcdonnell

TRUE LINK FINANCIAL ADVISORS, LLC·SAN FRANCISCO, California
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315 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 6573532Firm CRD# 281870
01

About

Claire Christie Mcdonnell is a registered financial advisor based in SAN FRANCISCO, California, affiliated with TRUE LINK FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
TRUE LINK FINANCIAL ADVISORS, LLC
TRUE LINK FINANCIAL ADVISORS
AUM
$1.1B
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at TRUE LINK FINANCIAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6573532
Firm CRD# 281870
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Claire Christie Mcdonnell offer?
Claire Christie Mcdonnell specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Claire Christie Mcdonnell's credentials?
Claire Christie Mcdonnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Claire Christie Mcdonnell located?
Claire Christie Mcdonnell is based in SAN FRANCISCO, California, working with TRUE LINK FINANCIAL ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Claire Christie Mcdonnell charge for services?
Claire Christie Mcdonnell'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 TRUE LINK FINANCIAL ADVISORS, LLC?
TRUE LINK FINANCIAL ADVISORS, LLC has approximately 8 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRUE LINK FINANCIAL ADVISORS, LLC

Carol A Aguada-Hallberg
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George Edward Guerrero
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George Shehata
SAN FRANCISCO, CA
Jessica Wendy Rossman
SAN FRANCISCO, CA
Kai Heimer Stinchcombe
SAN FRANCISCO, CA
Scott William Parker
SAN FRANCISCO, CA

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Research
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