McDonald Partners
Finance · Ohio, United States · 51-200 Employees
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Overview
Headquarters
1301 E 9th St Ste 3700, Cleveland, Ohio,...Phone Number
(216) 912-0567Website
www.mcdonald-partners.comRevenue
$7.8 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
About McDonald Partners
McDonald Partners, LLC is a boutique investment and wealth management firm based in the Midwest, specializing in managing all aspects of clients' wealth. The firm offers a wide array of customized financial planning, investment management, and retirement services tailored to meet the diverse needs of individuals and businesses. With a commitment to client-focused services, McDonald Partners employs a holistic approach to help clients achieve their financial goals while preserving their future. As a family and employee-owned firm, they emphasize creating hard-working investment strategies for clients at various life stages.Explore more
McDonald Partners Org Chart
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McDonald Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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McDonald Partners financials insights
Gather financial insights about McDonald Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$1M
McDonald Partners Tech Stack
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Most Recent Scoops
Pain Point
Commentary
Person-Based
Earnings, Spending/Investment, Accounting, Financial Planning, Financial Reporting, Finance, Investor Relations
Left Company
Executive Move
Carol Lavelle, Chief Operating Officer, has left the organization and now serves as the Director, Compliance at Stratos Wealth Partners.
Funding
McDonald Partners has received an SBA PPP loan for $1-2 million from CFBank, supporting the retention of 53 jobs.
Funding
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Frequently Asked Questions Regarding McDonald Partners
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McDonald Partners, LLC is a boutique investment and wealth management firm based in the Midwest, specializing in managing all aspects of clients' wealth. The firm offers a wide array of customized financial planning, investment management, and retirement services tailored to meet the diverse needs of individuals and businesses. With a commitment to... Read More
