DONNER'S FINANCIAL SERVICES INC.

DONNER'S FINANCIAL SERVICES INC. is an SEC-registered investment adviser (CRD 296838). Regulatory assets under management: $660K.

Registration

• CRD: 296838
• Type: Registered investment adviser
• Phone: 7723535414
• Latest filing: 2023-03-21
• Regulatory AUM: $660K
• Discretionary AUM: $660K
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296838 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search