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Barbara Jean Mcdowell

ORG PORTFOLIO MANAGEMENT LLC·BEACHWOOD, Ohio
Unclaimed Profile
3201 ENTERPRISE PARKWAY, BEACHWOOD, OH 44122CRD# 5313269Firm CRD# 130198
01

About

Barbara Jean Mcdowell is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with ORG PORTFOLIO MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ORG PORTFOLIO MANAGEMENT LLC
ORG PORTFOLIO MANAGEMENT LLC
AUM
$5.8B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at ORG PORTFOLIO MANAGEMENT LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: PER-PROJECT FEE
Regulatory
SEC/IARD CRD# 5313269
Firm CRD# 130198
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barbara Jean Mcdowell offer?
Barbara Jean Mcdowell specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.
What are Barbara Jean Mcdowell's credentials?
Barbara Jean Mcdowell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Jean Mcdowell located?
Barbara Jean Mcdowell is based in BEACHWOOD, Ohio, working with ORG PORTFOLIO MANAGEMENT LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.
How does Barbara Jean Mcdowell charge for services?
Barbara Jean Mcdowell's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: per-project fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ORG PORTFOLIO MANAGEMENT LLC?
ORG PORTFOLIO MANAGEMENT LLC has approximately 22 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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