About McDonough Capital Management
We provide personalized financial solutions and tailored recommendations that help you achieve your financial goals and objectives. Our open architected solutions put your interests first. We know your hopes and dreams include sending your children to the right schools and maintaining a financially independent and worry free retirement. Our motto is Knowledge, Integrity and Trust. Let our knowledge work for you.
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General Information
Firm Start Year
1999
Firm CRD#
143767
Insurance License#
A171959
Name of Broker/Dealer
Triad Advisors, LLC
Name of Custodial Firm
Charles Schwab, National Financial Services
Years of Experience in Financial Services
37
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Insurance Products & Annuities, Financial Planning, Financial Planning for Individuals, Investment Advice & Management
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 7, Series 63, Series 65
Firm Information
Assets Managed by Firm
180000000
Compensation and Fees
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets
Education
BSME -
Lehigh University
-
MBA -
Lehigh University
-
CFP -
College of Financial Planning
-
Disclosures
Form ADV Part 2A | Form ADV Part 2B | Form CRS | Privacy Policy
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1886589/financialplanners-McDonough-Capital-Management-detailed-disclosure.html