Aimcdonnaugh & Co. Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 124512
· Baldwin, NY
· AIMCDONNAUGH.COM
☆ Save with Pro
ADV data as of Apr 17, 2025
- Regulatory AUM
- $5.9M
- Discretionary
- $550K
- Clients
- 55
- Avg AUM / client
- $107K
- Accounts
- 50
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 45 | $3.9M | 66.1% |
| High net worth individuals | 10 | $2.0M | 33.9% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andre Ian Mcdonnaugh | Registered representative | CFP | Mar 2022 (4y) | |
| Subhrajit Goon | Registered representative | Apr 2022 (4y) | ||
| Dwight Oneal Fulton | Registered representative | Jun 2024 (2y) | ||
| Mohamed Ndian Keita | Registered representative | Jun 2024 (2y) | ||
| Karim K Harrell | Registered representative | Dec 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/17/2025 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Interactive Brokers $5.9M (100% of AUM) Apr 2025
- Velocity Clearing, Llc $3.0M (51% of AUM) Apr 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 17, 2025.
View current Form ADV (SEC/IAPD) ↗