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Michael David Demko

SIENA WEALTH MANAGEMENT, INC.·SAN JOSE, California
Clean recordSIENA WEALTH MANAGEMENT, INC.
3055 OLIN AVENUE, SAN JOSE, CA 95128CRD# 1627679Firm CRD# 146902

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael David Demko · SAN JOSE, CA
Registration
CRD #1627679 · SIENA WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael David Demko is a registered financial advisor based in SAN JOSE, California, affiliated with SIENA WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SIENA WEALTH MANAGEMENT, INC.
SIENA WEALTH MANAGEMENT, INC.
AUM
$235M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SIENA WEALTH MANAGEMENT, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1627679
Firm CRD# 146902
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael David Demko offer?
Michael David Demko specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN JOSE, California for a consultation.
What are Michael David Demko's credentials?
Michael David Demko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael David Demko located?
Michael David Demko is based in SAN JOSE, California, working with SIENA WEALTH MANAGEMENT, INC.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does Michael David Demko charge for services?
Michael David Demko'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 SIENA WEALTH MANAGEMENT, INC.?
SIENA WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $235M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SIENA WEALTH MANAGEMENT, INC.

Michael Alen Weakley
SAN JOSE, CA
Ronald Jay Howard
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Research
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