Donald DavisCRD Number: 6138476
Current Firm: Prime Meridian Capital Management, LLC
Donald Davis (CRD# 6138476) is an Investment Advisor Representative working at Prime Meridian Capital Management, LLC in Walnut Creek, CA and has over 4 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Wealth & Tax Planners
|Prime Meridian Capital Management||Walnut Creek, CA||Apr 2012 - Current||9|
|Novus Investments, LLC||Walnut Creek, CA||Jul 2004 - Jul 2020||16|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2017|
Total Assets Under Management316MILLIONS
Total Number of Accounts7ACCOUNTS
Average Account Value$45,085,438
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
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