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Keri Davis

GREAT ELM CAPITAL MANAGEMENT, INC.·PALM BEACH GARDENS, Florida
Unclaimed Profile
3801 PGA BOULEVARD, PALM BEACH GARDENS, FL 33410CRD# 7092138Firm CRD# 284304
01

About

Keri Davis is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with GREAT ELM CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
GREAT ELM CAPITAL MANAGEMENT, LLC
GREAT ELM CAPITAL MANAGEMENT, LLC
AUM
$288M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at GREAT ELM CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Other: REIMBURSEMENT OF ADMINISTRATION COSTS AND OVERHEAD
Regulatory
SEC/IARD CRD# 7092138
Firm CRD# 284304
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Keri Davis offer?
Keri Davis specializes in Investment Management, Retirement Planning. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are Keri Davis's credentials?
Keri Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keri Davis located?
Keri Davis is based in PALM BEACH GARDENS, Florida, working with GREAT ELM CAPITAL MANAGEMENT, INC.. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does Keri Davis charge for services?
Keri Davis's firm is compensated through percentage of aum, performance-based fees, other: reimbursement of administration costs and overhead. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT ELM CAPITAL MANAGEMENT, INC.?
GREAT ELM CAPITAL MANAGEMENT, INC. has approximately 17 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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