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McDonough Capital Management

Tel: 407-248-9647
6000 Turkey Lake Rd
Ste 212
Orlando, FL 32819
McDonough Capital Management | Financial Advisor in Orlando ,FL

About McDonough Capital Management

We provide personalized financial solutions and tailored recommendations that help you achieve your financial goals and objectives. Our open architected solutions put your interests first. We know your hopes and dreams include sending your children to the right schools and maintaining a financially independent and worry free retirement. Our motto is Knowledge, Integrity and Trust. Let our knowledge work for you.

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General Information

Firm Start Year:   1999
Insurance License#:   A171959
Name of Broker/Dealer:   Triad Advisors, LLC
Name of Custodial Firm:   Charles Schwab, National Financial Services
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Investment Advice & Management, Financial Planning, Financial Planning for Individuals, Insurance Products & Annuities

Services

Can meet clients in the following ways:   Email, Phone, Your Home, Video Conference

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets

Education

BSME   Lehigh University
MBA   Lehigh University
CFP   College of Financial Planning

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

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Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1886589/wiseradvisor-mcdonough-capital-management-detailed-disclosure.html

    37 Years of Experience

  • Firm CRD# 314989
  • Insurance License# A171959
  • Series: 7, 63, 65

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