Donna
Mcgill
Atcap Partners, LLC
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About this Advisor
Donna Mcgill is a financial advisor based in Marlton, New Jersey, working with Atcap Partners, LLC. Donna has previously held positions at Financial Planning Analysts, Inc, The Investment Center Inc, Critial Math Advisors, LLC, Jackson Hewitt Tax Service Inc, Daniel L Wolfe Associates, Ceros Financial Services, Inc, Atcap Partners, LLC, and Forker And Associates Tax Solvers, LLC. Donna has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Donna is part of Atcap Partners, LLC, which operates out of Marlton, New Jersey. The firm has 4 offices and 23 employees. The firm manages assets totaling $84.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, market timing services, and educational seminars. The fee structure at Atcap Partners, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Atcap Partners, LLC Brokerage Details
$84,248,693
23
288
$292,530
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
Donna Mcgill Work History
Atcap Partners, LLC
Ceros Financial Services, Inc
Forker And Associates Tax Solvers, LLC
Jackson Hewitt Tax Service Inc
Daniel L Wolfe Associates
The Investment Center Inc
Critial Math Advisors, LLC
Financial Planning Analysts, Inc
Disclosures
Please visit the SEC profile of Donna Mcgill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Atcap Partners, LLC
Riverview, FL
Norwalk, CT
Staten Island, NY
Rockville, MD
Woodcliff Lake, NJ
Rockville, MD
New York, NY
Ashburn, VA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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