Aimcdonnaugh & Co. Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Financial planning fees generally range from $250 to $950 depending on complexity
$50,000 - $250,000: 2.5% $250,001 - $750,000: 1.65% $750,001 - $2,000,000: 1.25% $2,000,001+: Negotiable
Additional commission-based compensation earned as registered representatives and insurance agents
$150 to $250 per hour for financial planning services
Account minimum: $50,000 Fee-only: Financial planning fees generally range from $250 to $950 or $150 to $250 per hour, negotiable
Main office
2425 Grand Ave
Baldwin NY 11510
Advisors at this office
5
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Andre M
CFP®, Series 63
Baldwin, NY
Aimcdonnaugh & Co. Inc.
Andre Mcdonnaugh is a CFP® professional with 38 years of experience in the financial services industry. He is principal at Aimcdonnaugh & Co. Inc., where he has been active since 1992, and has worked with Delphin Investments and McDonnaugh Securities LLC. He also owns a tax preparation service, AIM Tax Service. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans, offering financial planning, consulting, and portfolio management. The firm emphasizes long-term allocation strategies and uses both fundamental and technical analysis, providing discretionary and non-discretionary management options.
Mohamed K
Series 63, Series 65
Baldwin, NY
Aimcdonnaugh & Co. Inc.
Mohamed Keita is a financial advisor with Aimcdonnaugh & Co. Inc. in Baldwin, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at several firms including McDonnaugh Securities LLC and Joseph Stone Capital, LLC. Aimcdonnaugh & Co. Inc. serves individuals, high-net-worth households, businesses, and employer retirement plans, providing financial planning, consulting, and portfolio management services. The firm’s investment approach emphasizes long-term allocation across stocks, bonds, and mutual funds using fundamental and technical analysis, offering both discretionary and non-discretionary management options.
Subhrajit G
Series 63, Series 65
Baldwin, NY
Aimcdonnaugh & Co. Inc.
Subhrajit Goon is an advisor at Aimcdonnaugh & Co. Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including McDonnaugh Securities LLC and Holly Street Securities. Outside of financial advising, he works as an IT Project Manager contractor for Matlen Silver, supporting projects for Bank of America. Aimcdonnaugh & Co. Inc. serves individuals, businesses, and employer retirement plans with financial planning, consulting, and portfolio management services. The firm emphasizes long-term allocation strategies using fundamental and technical analysis and offers both discretionary and non-discretionary management options.
Karim H
Series 63, Series 65
Baldwin, NY
Aimcdonnaugh & Co. Inc.
Karim Harrell is a financial advisor at Aimcdonnaugh & Co. Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Harrell is involved in several business ventures, including real estate development and management, a frozen yogurt retail operation, a trucking company, and a federal government contracting firm. 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 across stocks, bonds, and mutual funds, incorporating both fundamental and technical analysis, and offers both discretionary and non-discretionary management options.
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.
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