MCDONALD PARTNERS LLC

Tel: 216-912-0567 1301 East 9th Street Suite 3700 Cleveland, Ohio 44114

About MCDONALD PARTNERS LLC

MCDONALD PARTNERS LLC is a Cleveland, Ohio based financial advisory firm with nearly $1,115,223,985 in assets under management and provides investment advisory services for 1967 clients. There are currently 34 financial advisors at the firm.

General Information

Firm CRD#:

135414

Firm SEC#:

801-64294

Assets Under Management:

$1,115,223,985

No. of Clients:

1967

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

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