MCDONALD FRANCESCHI, LLC

BEACON ROCK PARTNERS
PORTLAND, Oregon·10 registered advisors·CRD# 136906
SEC# 801-647420503-827-8591
01

Firm Overview

AUM
$199M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MCDONALD FRANCESCHI, LLC

10 registered advisors
Brian W Hicks
PORTLAND, Oregon
Dennis C Johnson
PORTLAND, Oregon
Eric Russell Lochner
PORTLAND, Oregon
James R Mcdonald
PORTLAND, Oregon
Jill Oswald
PORTLAND, Oregon
Karin Suzanne Wandtke
PORTLAND, Oregon
Mark A Clift
PORTLAND, Oregon
R A Jacobs
PORTLAND, Oregon
Sang Hyun Ahn
PORTLAND, Oregon
Susan J Marks
PORTLAND, Oregon
05

Office Locations

PORTLAND, Oregon
10 advisors

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Data sourced from SEC Form ADV filings. MCDONALD FRANCESCHI, LLC (CRD# 136906) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.