MCDONALD PARTNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$1,279,273,513
Discretionary
$797,491,042
Non-discretionary
$481,782,471
Firm details
- CRD number
- 135414
- SEC file number
- 801-64294
- Main office
- CLEVELAND, OH, United States
- Employees
- 29
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Commissions
As of October 2026.