MCDONALD FINANCIAL SERVICES, LLC
Doing business as INVISTA ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$443,547,941
Discretionary
$280,563,326
Non-discretionary
$162,984,615
Firm details
- CRD number
- 282899
- SEC file number
- 801-107431
- Main office
- MONTGOMERY, AL, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.