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Kevin Francis Mcdonald

ALTAROCK PARTNERS, LLC·BEVERLY, Massachusetts
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500 CUMMINGS CENTER, BEVERLY, MA 01915-6527CRD# 2532856Firm CRD# 161005
01

About

Kevin Francis Mcdonald is a registered financial advisor based in BEVERLY, Massachusetts, affiliated with ALTAROCK PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ALTAROCK PARTNERS LP
ALTAROCK PARTNERS LP
AUM
$4.6B
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ALTAROCK PARTNERS LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2532856
Firm CRD# 161005
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Francis Mcdonald offer?
Kevin Francis Mcdonald specializes in Retirement Planning. Contact their office in BEVERLY, Massachusetts for a consultation.
What are Kevin Francis Mcdonald's credentials?
Kevin Francis Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Francis Mcdonald located?
Kevin Francis Mcdonald is based in BEVERLY, Massachusetts, working with ALTAROCK PARTNERS, LLC. Their office serves clients in the BEVERLY metropolitan area and surrounding communities.
How does Kevin Francis Mcdonald charge for services?
Kevin Francis Mcdonald's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTAROCK PARTNERS, LLC?
ALTAROCK PARTNERS, LLC has approximately 8 employees and manages $4.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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