# TIMOTHY J MCDONALD CPA CFP

TIMOTHY J MCDONALD CPA CFP of LAKE BARRINGTON, IL is an SEC-registered investment adviser.

## Registration

- CRD: 125211
- Type: SEC-registered investment adviser
- Location: 22285 PEPPER RD #305, LAKE BARRINGTON, IL, 60010
- Phone: 847-842-5200
- Latest filing: 2024-06-27
- Regulatory AUM: $65.0M
- Discretionary AUM: $65.0M
- Clients: 1
- Accounts: 60

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125211/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125211/similar
- Related entities: https://search.stillhousedata.com/firm/125211/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125211

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.