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MCDONALD PARTNERS LLC
CRD 135414 · SEC 801-64294
1301 EAST 9TH STREET, SUITE 3700, CLEVELAND, OH, 44114, United States
Phone
216-912-0567
Fax
216-912-1461
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.28B
Discretionary AUM
$797.5M
Team
29 total employees; 29 advisory reps; 8 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 838 | $484.5M |
| High net worth individuals | 293 | $492.0M |
| Pooled investment vehicles | 4 | $19.8M |
| Pension/profit sharing plans | 9 | $16.8M |
| Charitable organizations | 13 | $63.4M |
| Corporations/business entities | 13 | $202.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KY, LA, MD, MA, MI, MN, MS, MT, NJ, NY, NC, OH, OR, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD