MCDONALD CAPITAL INVESTORS INC

ORINDA, California·3 registered advisors·CRD# 105562
SEC# 801-178660925-258-5401
01

Firm Overview

AUM
$1.6B
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementRetirement PlanningWealth ManagementFee-Only Advisory
04

Advisors at MCDONALD CAPITAL INVESTORS INC

3 registered advisors
Andrew J. Mcdonald
ORINDA, California
Linda M. Udall
ORINDA, California
Trent H. Mcdonald
ORINDA, California
05

Office Locations

ORINDA, California
3 advisors

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Data sourced from SEC Form ADV filings. MCDONALD CAPITAL INVESTORS INC (CRD# 105562) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.