Donald Hejna (CRD# 6291924) is an Investment Advisor Representative working at Stantum, LLC in Palo Alto, CA and has over 12 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accenture, LLP | San Francisco, CA | Aug 2021 - Current | 2 |
| Stanford University Graduate School Of Business | Stanford, CA | Sep 2014 - Current | 9 |
| Stantum, Llc (f.k.a.: Kestros Capital Management, Llc) | Los Altos, CA | Jan 2014 - Current | 10 |
| Virentem Ventures, LLC | Palo Alto, CA | Jan 2010 - Current | 14 |
| Enounce, Incorporated | Palo Alto, CA | Jul 1998 - Mar 2015 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
- CA
- UT
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$859,985
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CA, NY, UT
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