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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 9.3% is discretionary and 90.7% is non-discretionary.
The firm reports 3 advisory representatives and 65 clients, or 21.7 clients per representative. That equates to $90.8K in reported AUM per client.
The profile lists 4 reported office locations and 5 years in operation. The source data was last updated on April 17, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Aimcdonnaugh & Co. Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Investment Manager
- CRD
- #5214817
Showing 2 of 5 contacts
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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
SMA allocation detail is available
Aimcdonnaugh & Co. Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.