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James Stephen Doran

PROMETHEUS INVESTMENT ADVISORS LLC·GREENWICH, Connecticut
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121 NORTH ST, GREENWICH, CT 06830CRD# 5959143Firm CRD# 291229
01

About

James Stephen Doran is a registered financial advisor based in GREENWICH, Connecticut, affiliated with PROMETHEUS INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PROMETHEUS INVESTMENT ADVISORS LLC
PROMETHEUS INVESTMENT ADVISORS LLC
AUM
$25M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5959143
Firm CRD# 291229
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Stephen Doran offer?
James Stephen Doran specializes in Financial Planning, Investment Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are James Stephen Doran's credentials?
James Stephen Doran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Stephen Doran located?
James Stephen Doran is based in GREENWICH, Connecticut, working with PROMETHEUS INVESTMENT ADVISORS LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does James Stephen Doran charge for services?
James Stephen Doran's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROMETHEUS INVESTMENT ADVISORS LLC?
PROMETHEUS INVESTMENT ADVISORS LLC has approximately 1 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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