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McDonald Financial Services, LLC

● SEC registered since 2016CRD 282899SEC# 801-107431Montgomery, AL
Export (members)
Reg. AUM
$580.1M
Employees
8
Accounts
713
Location
Montgomery, AL

McDonald Financial Services, LLC assets under management

McDonald Financial Services, LLC is a registered investment adviser overseen by the SEC based in Montgomery, AL. The firm has been registered since 2016. It reports $580.1 million in regulatory assets under management and employs 8 people.
www.linkedin.com/in/jason-bryant-aif®-0a05b27View on SEC.gov ↗

McDonald Financial Services, LLC owners & executives

2 reported
NameTitleOwnershipSince
Carl Brandt McDonald ControlManaging Member / President50-75%2016
Michael James Barranco ControlChief Compliance Officer & Chief Operating Officer50-75%2020

Frequently asked questions

How much does McDonald Financial Services, LLC manage?

McDonald Financial Services, LLC reports $580.1 million in regulatory assets under management on its Form ADV.

How many employees does McDonald Financial Services, LLC have?

McDonald Financial Services, LLC reports 8 employees.

Where is McDonald Financial Services, LLC located?

McDonald Financial Services, LLC is based in Montgomery, AL and has been SEC-registered since 2016.

Does McDonald Financial Services, LLC disclose fund performance?

McDonald Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address350 Leavell Circle, Montgomery, AL 36117
Phone(334) 387-0094
Fax(334) 387-0098
Office hours8:00 - 4:30
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$256.9M
Non-discretionary$323.2M
Total (RAUM)$580.1M