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Donald D. Davis

PRIME MERIDIAN CAPITAL MANAGEMENT, LLC·WALNUT CREEK, California
Unclaimed Profile
2121 N. CALIFORNIA BLVD., WALNUT CREEK, CA 94596CRD# 6138476Firm CRD# 166003
01

About

Donald D. Davis is a registered financial advisor based in WALNUT CREEK, California, affiliated with PRIME MERIDIAN CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PRIME MERIDIAN CAPITAL MANAGEMENT, LLC
PRIME MERIDIAN CAPITAL MANAGEMENT, LLC
AUM
$209M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at PRIME MERIDIAN CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6138476
Firm CRD# 166003
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donald D. Davis offer?
Donald D. Davis specializes in Retirement Planning. Contact their office in WALNUT CREEK, California for a consultation.
What are Donald D. Davis's credentials?
Donald D. Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald D. Davis located?
Donald D. Davis is based in WALNUT CREEK, California, working with PRIME MERIDIAN CAPITAL MANAGEMENT, LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does Donald D. Davis charge for services?
Donald D. Davis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIME MERIDIAN CAPITAL MANAGEMENT, LLC?
PRIME MERIDIAN CAPITAL MANAGEMENT, LLC has approximately 9 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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