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TIMOTHY J MCDONALD CPA CFP

Advisory

LAKE BARRINGTON, IL

Data as of Jun 27, 2024 · Source: SEC Form ADV

Rank in IL

#1,131

of 1,719 advisers by AUM

Source: SEC Form ADV. Figures as filed Jun 27, 2024.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$65M

Discretionary AUM$65M

Non-Discretionary AUM$0

Discretionary %—

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InIL

Succession Risk

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

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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

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

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