MCDONALD PARTNERS LLC

CLEVELAND, Ohio·18 registered advisors·CRD# 135414
SEC# 801-642944216-912-0567
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
34
Total firm employees
Advisors
18
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at MCDONALD PARTNERS LLC

18 registered advisors
Angelina Gerovac
CLEVELAND, Ohio
Arnold Beatty Mcdonald
CLEVELAND, Ohio
Audrey Lynn Harris
CLEVELAND, Ohio
Brian Andrew Mcdonald
CLEVELAND, Ohio
Carol Bodenhamer Lavelle
CLEVELAND, Ohio
Caroline Elizabeth Wisniewski
CLEVELAND, Ohio
Charles Henry Jr Garrido
CLEVELAND, Ohio
Devon Frances Mcardle
CLEVELAND, Ohio
Genevieve Lynn Dipietro
CLEVELAND, Ohio
John Edward Iii Mcardle
CLEVELAND, Ohio
Jonathan Daniel Hartzler
CLEVELAND, Ohio
Jonathan S Lucas
CLEVELAND, Ohio
Lisa Bader Rosenthal
CLEVELAND, Ohio
Rita Mansour
CLEVELAND, Ohio
Thomas Anthony Yako
CLEVELAND, Ohio
Thomas Marion Mcdonald
CLEVELAND, Ohio
Timothy Patrick Norton
CLEVELAND, Ohio
William Maurice Jr Hegarty
CLEVELAND, Ohio
05

Office Locations

CLEVELAND, Ohio
18 advisors

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Data sourced from SEC Form ADV filings. MCDONALD PARTNERS LLC (CRD# 135414) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.