Mcdonald Presley Capital Management, Inc. is a large advisory firm based in Fort Wayne. It manages $54.11 million of regulatory assets for 455 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Indiana and Ohio.
Mcdonald Presley Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mcdonald Presley Capital Management, Inc. is $54.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mcdonald Presley Capital Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Keith Alan Mcdonald has been acting as President since 1 Jan 1991. Jeffrey Keith Presley joined the executive team most recently as the Secretary.
The principal office where Mcdonald Presley Capital Management, Inc. performs its advisory services is located at 6319 D Mutual Drive, Fort Wayne, IN 46825, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 260-969-6767 or by fax 260-969-6769. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.