McDonough Capital Management- Financial Advisor Orlando, FL

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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

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

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Additional Detailed Disclosures
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McDonough Capital Management