MCDONALD PARTNERS LLC

1301 East 9th Street
Suite 3700
Cleveland, Ohio 44114
Tel: 216-912-0567

About MCDONALD PARTNERS LLC

MCDONALD PARTNERS LLC, formally registered with the SEC as MCDONALD PARTNERS LLC. The firm was established in 05/06/2005. They have over 5 offices throughout the country.

MCDONALD PARTNERS LLC is a Cleveland, Ohio based Financial Planning firm with nearly $1,115,223,985 assets under management, offering retirement planning & investment advisory services to 1967 clients. The firm is staffed with 34 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135414
SEC#	801-64294
Assets Managed by Firm	$1,115,223,985
No. of Clients	1967
No. of Advisors	34

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1967	$1,115,223,985
Individuals (other than high net worth individuals)	973	$499,556,707
High net worth individuals	311	$419,428,332
Charitable organizations	14	$49,062,036
Corporations or other businesses	30	$129,551,446

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