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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Fusion ridge
- Established Date
- 06-21-2021
- Office Locations
- 4
Office Locations
About Aimcdonnaugh & Co. Inc.
AIMcDonnaugh & Co. Inc. is a boutique registered investment adviser serving private clients and institutional investors nationwide. The firm provides securities transactions and capital-markets trading, financial planning, and institutional equity and fixed income portfolio management, with experience across equities, fixed income, and alternative investments. Custody is supported via Interactive Brokers.
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Owner & Executives
ANDRE IAN MCDONNAUGH
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1446177
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DWIGHT ONEAL FULTON JR
--
- CRD
- #2932935
Subhrajit Goon
--
- CRD
- #5214817
Momentum horizon
Prime quantum foundation
- CRD
- #10671
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $550,000 | -- |
| Non-Discretionary | $5,350,000 | -- |
| Total | $5,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,900,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,449,515,903 | 18.5% |
| Corporate - Investment Grade | $3,400,485,956 | 43.4% |
| Cash | $1,183,118,385 | 15.1% |
| Public Funds | $1,802,100,852 | 23.0% |
| Total | $7,835,221,096 | 100.0% |