Donald Mcleod
Donald Mcleod is a registered investment advisor at Alpha Asset Advisors LLC, based in Royal Oak, MI, with 56 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 46 clients with $13M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
306 South Washington Ave., Suite 228, Royal Oak, MI, 48067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is the president/owner of The McLeod Group Inc, providing employee benefit services, and operates under the name McLeod Financial Services Co. He is also the owner/independent representative of The McLeod-Koski Agency Inc, a fixed insurance agency.
Employment History
Current Registrations
Alpha Asset Advisors LLC
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Cg Advisory Services
Wfg Investments, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Royal Alliance Associates, INC.Broker
Ameritas Investment CORP.Broker
Integrated Resources Equity CorporationBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
Manequity, INC.Broker
Cigna Securities, INC.Broker
State Registrations1 state
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