RIA Intel›Advisers›Michigan›DONNER'S FINANCIAL SERVICES INC.

DONNER'S FINANCIAL SERVICES INC.

Advisory

MI

Data as of Mar 21, 2023 · Source: SEC Form ADV

Average account
$55K
across 12 accounts
AUM per adviser
$660K
1 adviser

Source: SEC Form ADV. Figures as filed Mar 21, 2023.

Total AUM
$660K
Discretionary %
100%
Clients
12
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$660K
Discretionary AUM$660K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

TETRA WEALTH MANAGEMENT LLC
$694K
FINANCIAL INVESTMENT TIMING CO INC.
KINGSFORD, MI
$722K
-73.0% 1Y
SENSIBLE FINANCIAL SOLUTIONS, LLC
KALKASKA, MI
$585K
PRECISION VECTOR FINANCIAL, L.L.C.
$569K
PHYSICIANS' FINANCIAL L.C.
$530K
BONE FINANCIAL LLC
BLOOMFIELD HILLS, MI
$527K

Get the full picture on DONNER'S FINANCIAL SERVICES INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DONNER'S FINANCIAL SERVICES INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans