Thomas Mcdonald Partners, LLC (Cleveland)

Name: Thomas Mcdonald Partners, LLC
Address: 959 W. St. Clair Avenue, Cleveland, OH, 44113
Telephone: 216-912-0567

Thomas Mcdonald Partners, LLC is a large advisory firm based in Cleveland. It manages $830.18 million of regulatory assets for 3,206 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 39 other states.

Thomas Mcdonald Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Thomas Mcdonald Partners: assets under management

The assets under management (AUM) of Thomas Mcdonald Partners, LLC is $830.18 million. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $223.41 million in discretionary accounts and $606.77 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $372.34 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $232.84 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Thomas Mcdonald Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Thomas Mcdonald Partners, LLC

Thomas Mcdonald Partners, LLC is owned by Rafat Nain Nemry. John Cameron Lipaj joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Marion Mcdonald	Ceo, owner	1 Apr 2005	75% - 100%	326904
Steven Christopher Bender	Financial & operations principal	1 Apr 2005	Other	2650187
Kimberly Ann Rudolph	Director of financial planning services	1 May 2005	Other	xxx-xx-xxxx
Jeanette Morgan	Gsp, municipal securities principal	1 Dec 2005	Other	1275140
Thomas Anthony Yako	Director of managed assets group	1 Dec 2005	Other	3002163
Audrey Lynn Harris	Chief compliance officer	1 Jul 2007	Other	2256072
Arnold Beatty Mcdonald	Municipal securities principal	1 Jan 2008	Other	5126644
Rafat Nain Nemry	Owner	1 Jan 2008	Other	xxx-xx-xxxx
Arnold Beatty Mcdonald	Financial & operations principal	1 Jan 2009	Other	5126644
John Cameron Lipaj	Chief operating officer	1 May 2009	Other	1406284

Based in Cleveland

The principal office where Thomas Mcdonald Partners, LLC performs its advisory services is located at 959 W. St. Clair Avenue, Cleveland, OH 44113, which is also the mailing address of the firm. An additional office of the firm is in Ann Arbor, MI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-912-0567 or by fax 216-912-1461. The normal business hours are 8:00 til 5:00 on Monday - Friday. You can find more information about the New York firm at www.tmpfa.com.