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TIMOTHY J MCDONALD CPA CFP
CRD 125211
22285 PEPPER RD #305, LAKE BARRINGTON, IL, 60010, United States
Phone
847-842-5200
Fax
847-842-0565
Registration
— (—)
Source
State registered
Total AUM
$65.0M
Discretionary AUM
$65.0M
Team
1 total employees; 1 advisory reps; 60 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2024-06-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $20.0M |
| High net worth individuals | 40 | $45.0M |
Official SEC filing: View on IAPD