CRD: 296838
Donner's Financial Services Inc.
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- Custodian
- American Funds
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-24-2018
- Office Locations
- 1
Office Locations
About Donner's Financial Services Inc.
Donner’s Financial Services, Inc. is a Port St. Lucie, FL registered investment advisor focused on retirement planning and portfolio management, building personalized income and cash-flow strategies around 401(k)s, IRAs/rollovers, annuities and other investments based on client risk tolerance and goals. The firm also provides life, long-term care, health and disability insurance solutions and offers Medallion Signature Guarantee services.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM DERRICK DONNER
Chief Executive Officer, Investment Advisor Representative
- CRD
- #2329584
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $659,641 | -- |
| Non-Discretionary | $0 | -- |
| Total | $659,641 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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