TIMOTHY J MCDONALD CPA CFP

TIMOTHY J MCDONALD CPA CFP of LAKE BARRINGTON, IL is an SEC-registered investment adviser (CRD 125211). Regulatory assets under management: $65.0M.

Registration

• CRD: 125211
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 125211 on SEC IAPD (source of record)
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