Unclaimed Profile

David Clark Messer

CHURCHILL MANAGEMENT CORP·LOS ANGELES, California

Clean record41 years registeredCHURCHILL MANAGEMENT CORP

5900 WILSHIRE BLVD., LOS ANGELES, CA 90036CRD# 4396511Firm CRD# 109651

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Clark Messer · LOS ANGELES, CA

Registration

CRD #4396511 · CHURCHILL MANAGEMENT CORP · 41 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHURCHILL MANAGEMENT CORP

CHURCHILL MANAGEMENT GROUP

Jan 1985 – Apr 2022

ROSEVILLE, CA

Registrations & Exams

Registration record

First registered · January 21, 1985

Years registered · 41

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHURCHILL MANAGEMENT CORP

CRD 109651 · SEC 801-4211

AUM

$8.2B

Regulatory assets under management

Employees

19,450 client accounts

Services offered by CHURCHILL MANAGEMENT CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CHURCHILL MANAGEMENT CORP →

Introduction

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Frequently Asked Questions

What services does David Clark Messer offer?

David Clark Messer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are David Clark Messer's credentials?

David Clark Messer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Clark Messer located?

David Clark Messer is based in LOS ANGELES, California, last registered with CHURCHILL MANAGEMENT CORP.

How does David Clark Messer charge for services?

David Clark Messer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHURCHILL MANAGEMENT CORP?

CHURCHILL MANAGEMENT CORP has approximately 56 employees and manages $8.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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