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DONNER'S FINANCIAL SERVICES INC.

CRD 296838

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$660K

Discretionary AUM

$660K

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2023-03-21

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Selection of other advisersASSET ALLOCATION SERVICES

Client types

TypeClientsAUM
Individuals12$660K

All web addresses on file

Official SEC filing: View on IAPD