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James Charles Mcdonald

GALVEN CAPITAL MANAGEMENT, LLC·TELLURIDE, Colorado
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507 W COLORADO AVE, TELLURIDE, CO 81435CRD# 7287841Firm CRD# 304843
01

About

James Charles Mcdonald is a registered financial advisor based in TELLURIDE, Colorado, affiliated with GALVEN CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
GALVEN CAPITAL MANAGEMENT, LLC
GALVEN CAPITAL MANAGEMENT, LLC
AUM
$3M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at GALVEN CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: TPMM SOFTWARE
Regulatory
SEC/IARD CRD# 7287841
Firm CRD# 304843
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Charles Mcdonald offer?
James Charles Mcdonald specializes in Investment Management. Contact their office in TELLURIDE, Colorado for a consultation.
What are James Charles Mcdonald's credentials?
James Charles Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Charles Mcdonald located?
James Charles Mcdonald is based in TELLURIDE, Colorado, working with GALVEN CAPITAL MANAGEMENT, LLC. Their office serves clients in the TELLURIDE metropolitan area and surrounding communities.
How does James Charles Mcdonald charge for services?
James Charles Mcdonald's firm is compensated through percentage of aum, other: tpmm software. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GALVEN CAPITAL MANAGEMENT, LLC?
GALVEN CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $3M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in TELLURIDE
Greggory John Flinn — GALVEN CAPITAL MANAGEMENT, LLC
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
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