Investment adviser · CRD 136906
BEACON ROCK PARTNERS
Investment adviser filing (IA)
MCDONALD FRANCESCHI, LLC
PORTLAND, OR, United States · Form ADV filed Nov 19, 2018
- Regulatory AUM
- $199M Form ADV · Item 5.F
- Client accounts
- 681 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 120 | $182,359,360 | 91.5% |
| Individuals | 44 | $14,537,864 | 7.3% |
| Retirement plans | 2 | $2,391,010 | 1.2% |
Filing source
Form ADV 1252703 · Nov 19, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 19, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
520 SW YAMHILL STREET, SUITE 1000PORTLAND, OR, 97204, United States
CRD 136906
Filing source
Form ADV 1252703 · Nov 19, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.