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INVISTA ADVISORS
MCDONALD FINANCIAL SERVICES, LLC
CRD 282899 · SEC 801-107431
350 LEAVELL CIRCLE, MONTGOMERY, AL, 36117, United States
Phone
(334) 387-0094
Fax
(334) 387-0098
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$443.5M
Discretionary AUM
$280.6M
Team
8 total employees; 6 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 417 | $69.3M |
| High net worth individuals | 223 | $199.3M |
| Pension/profit sharing plans | 65 | $163.0M |
| Charitable organizations | 5 | $2.7M |
| Corporations/business entities | 11 | $9.3M |
States served
AL, GA, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD