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AIMCDONNAUGH & CO. INC.

Advisory

BALDWIN, NY

Data as of Apr 17, 2025 · Source: SEC Form ADV

Rank in NY

#5,398

of 5,722 advisers by AUM

Average account

$118K

across 50 accounts

AUM per adviser

$2M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 17, 2025.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$6M

Discretionary AUM$550K

Non-Discretionary AUM$5M

Discretionary %9.3%

Total Clients55

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, NJ, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

55 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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