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Lisa Bader Rosenthal

MCDONALD PARTNERS LLC·CLEVELAND, Ohio
Unclaimed Profile
1301 EAST 9TH STREET, CLEVELAND, OH 44114CRD# 5450876Firm CRD# 135414
01

About

Lisa Bader Rosenthal is a registered financial advisor based in CLEVELAND, Ohio, affiliated with MCDONALD PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
MCDONALD PARTNERS LLC
MCDONALD PARTNERS LLC
AUM
$1.1B
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at MCDONALD PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 5450876
Firm CRD# 135414
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Bader Rosenthal offer?
Lisa Bader Rosenthal specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Lisa Bader Rosenthal's credentials?
Lisa Bader Rosenthal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Bader Rosenthal located?
Lisa Bader Rosenthal is based in CLEVELAND, Ohio, working with MCDONALD PARTNERS LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Lisa Bader Rosenthal charge for services?
Lisa Bader Rosenthal's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCDONALD PARTNERS LLC?
MCDONALD PARTNERS LLC has approximately 34 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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Nearby cities in Ohio
CINCINNATI (755)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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