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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas Mcdonald Partners, LLC is owned by Rafat Nain Nemry. John Cameron Lipaj joined the executive team most recently as the Chief Operating Officer.
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.