PM
CFP
PM
CFP

Patrick Steven Mcdonald

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
384 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$3M
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Location

1999 Avenue of the Stars, Suite 2500, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Manhattan West Asset Management, LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Mai Capital Management, LLC
November 2020 - March 2023 · 2 yrs 4 mos
The Ayco Company,l.p.
February 2016 - August 2020 · 4 yrs 6 mos
Mercer Allied Company, L.P.Broker
October 2015 - August 2020 · 4 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.