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Aimcdonnaugh & Co. Inc.

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Client assets under management

$5,900,000

Clients

55

18% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

11

Very Low

Average account size

$107,273

About

The firm serves individuals (including high‑net‑worth households), businesses and employer retirement plans, offering financial planning, consulting and portfolio management services. Engagements can include standalone financial plans or ongoing investment management, and advisory fees are typically charged on a percentage‑of‑AUM basis or as fixed planning fees.

Investment advice emphasizes long‑term allocation to stocks, bonds and mutual funds and incorporates fundamental and technical analysis in portfolio construction. The firm provides both discretionary and non‑discretionary management and states that the majority of client assets are maintained on a non‑discretionary basis, with the Interactive Brokers Advisor Program available for clients who opt into that platform.

Compared with many peers, the firm maintains formal affiliations with a broker‑dealer and an insurance agency and also offers tax preparation services through affiliated personnel, creating multiple implementation channels and conflicts of interest the brochure discloses. The firm’s ADV also discloses a disciplinary history for an advisory affiliate, including a prior FINRA suspension and a bankruptcy filing, which it highlights for prospective clients to review.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Financial planning fees generally range from $250 to $950 depending on complexity

Percentage

$50,000 - $250,000: 2.5% $250,001 - $750,000: 1.65% $750,001 - $2,000,000: 1.25% $2,000,001+: Negotiable

Commissions

Additional commission-based compensation earned as registered representatives and insurance agents

Project-based

$150 to $250 per hour for financial planning services

Other

Account minimum: $50,000 Fee-only: Financial planning fees generally range from $250 to $950 or $150 to $250 per hour, negotiable

Main office location

Aimcdonnaugh & Co. Inc.

2425 Grand Ave

Baldwin NY 11510, United States

Number of offices

2

Most active in

Florida · New Jersey · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Andre M

CFP®, Series 63

Baldwin, NY

Aimcdonnaugh & Co. Inc.

Andre Mcdonnaugh is a CFP® with 37 years of industry experience and is affiliated with Aimcdonnaugh & Co. Inc. He has worked at Delphin Investments and McDonnaugh Securities LLC in various capacities over the past decade. Outside of investment advisory, he owns and operates AIM Tax Service, which provides income tax preparation services. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans with financial planning, consulting, and portfolio management. The firm focuses on long-term allocation strategies using stocks, bonds, and mutual funds, offering both discretionary and non-discretionary management.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Mohamed K

Series 63, Series 65

Baldwin, NY

Aimcdonnaugh & Co. Inc.

Mohamed Keita is a financial advisor at Aimcdonnaugh & Co. Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including McDonnaugh Securities LLC and The Prudential Insurance Company of America. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans, providing financial planning, consulting, and portfolio management services. The firm’s investment approach emphasizes long-term allocation to stocks, bonds, and mutual funds, utilizing both fundamental and technical analysis in portfolio construction.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Subhrajit G

Series 63, Series 65

Baldwin, NY

Aimcdonnaugh & Co. Inc.

Subhrajit Goon is a financial advisor at Aimcdonnaugh & Co. Inc. with Series 63 and Series 65 licenses and four years of industry experience. He has worked at several firms, including McDonnaugh Securities LLC and Holly Street Securities. In addition to his advisory role, he works as an IT Project Manager contractor for Matlen-Silver, managing IT deliverables for financial projects. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans, offering financial planning, consulting, and portfolio management services. The firm focuses on long-term allocation across stocks, bonds, and mutual funds, providing both discretionary and non-discretionary management.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Karim H

Series 63, Series 65

Baldwin, NY

Aimcdonnaugh & Co. Inc.

Karim Harrell is a financial advisor with Aimcdonnaugh & Co. Inc. holding Series 63 and Series 65 licenses and has six years of industry experience. His background includes leadership roles in several businesses, including serving as vice president of KeyUniversal Inc., president of First Rate Trucking LLC, and corporate officer at Supreme Assets Incorporated. Outside of financial advising, he is involved in real estate development and property management through multiple ventures. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans by offering financial planning, consulting, and portfolio management services. The firm’s investment approach focuses on long-term allocation across stocks, bonds, and mutual funds, utilizing both fundamental and technical analysis.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Dwight F

Series 63, Series 65

Baldwin, NY

Aimcdonnaugh & Co. Inc.

Dwight Fulton Jr. is a financial advisor at Aimcdonnaugh & Co. Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including McDonnaugh Securities LLC and Global 1 Group Incorporated. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans with financial planning, consulting, and portfolio management services. The firm emphasizes long-term allocation across stocks, bonds, and mutual funds and offers both discretionary and non-discretionary management.

Retirement plans for business owners (SEP, solo 401k)
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