Donner's Financial Services Inc.

Donner's Financial Services Inc. (CRD# 296838) is a financial advisory firm headquartered in , . They manage $659,641 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.donnersfinancialservices.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $54,970
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI

Financial Advisors at Donner's Financial Services Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William Donner, financial advisor Port Saint Lucie FL
William D. Donner
CRD#: 2329584
Port Saint Lucie, FL

William Donner (CRD# 2329584) is an Investment Advisor Representative working at Donner's Financial Services Inc. in Port Saint Lucie, FL and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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