Unclaimed Profile

Gregory Donahue

DOMINION CAPITAL MANAGEMENT FUND ADVISORS, INC.·TRAVERSE CITY, Michigan

Clean recordDOMINION CAPITAL MANAGEMENT FUND ADVISORS, INC.

12935 S. WEST BAYSHORE DRIVE, TRAVERSE CITY, MI 49684CRD# 6009718Firm CRD# 160085

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Donahue · TRAVERSE CITY, MI

Registration

CRD #6009718 · DOMINION CAPITAL MANAGEMENT FUND ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gregory Donahue is a registered financial advisor based in TRAVERSE CITY, Michigan, affiliated with DOMINION CAPITAL MANAGEMENT FUND ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

DOMINION CAPITAL MANAGEMENT FUND ADVISORS, INC.

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at DOMINION CAPITAL MANAGEMENT FUND ADVISORS, INC. →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6009718

Firm CRD# 160085

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory Donahue offer?

Gregory Donahue specializes in Investment Management, Fee-Only Advisory. Contact their office in TRAVERSE CITY, Michigan for a consultation.

What are Gregory Donahue's credentials?

Gregory Donahue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Donahue located?

Gregory Donahue is based in TRAVERSE CITY, Michigan, working with DOMINION CAPITAL MANAGEMENT FUND ADVISORS, INC.. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.

How does Gregory Donahue charge for services?

Gregory Donahue'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 DOMINION CAPITAL MANAGEMENT FUND ADVISORS, INC.?

DOMINION CAPITAL MANAGEMENT FUND ADVISORS, INC. is a registered investment adviser with the SEC. See their Form ADV for full details.

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