# MCDONALD FRANCESCHI, LLC

MCDONALD FRANCESCHI, LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 136906
- Type: SEC-registered investment adviser
- SEC file number: 801-64742
- Location: 520 SW YAMHILL STREET, SUITE 1000, PORTLAND, OR, 97204
- Phone: 503-827-8591
- Latest filing: 2018-11-19
- Regulatory AUM: $199.3M
- Discretionary AUM: $188.6M
- Non-discretionary AUM: $10.7M
- Clients: 3
- Accounts: 681

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| HICKS KENNETH W | MEMBER | — |
| JOHNSON TODD C | MEMBER | — |
| FRANCESCHI BERNARD PAUL | MANAGING MEMBER/CCO; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER | — |
| MCDONALD JAMES R | MEMBER | — |
| MARKS SUSAN J | MEMBER | — |
| JACOBS R A | MEMBER | — |
| CLIFT MARK A | MEMBER | — |
| LOCHNER ERIC RUSSELL | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER | — |
| OSWALD JILL | MEMBER | — |
| WANDTKE KARIN SUZANNE | MEMBER | — |
| AHN SANG HYUN | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136906/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136906/similar
- Related entities: https://search.stillhousedata.com/firm/136906/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136906

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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.