Question 1

What services does Anne (nancy) Donohue offer?

Accepted Answer

Anne (nancy) Donohue specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

Question 2

What are Anne (nancy) Donohue's credentials?

Accepted Answer

Anne (nancy) Donohue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Anne (nancy) Donohue located?

Accepted Answer

Anne (nancy) Donohue is based in NEW YORK, New York, working with SUMMIT ROCK ADVISORS, LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

Question 4

How does Anne (nancy) Donohue charge for services?

Accepted Answer

Anne (nancy) Donohue's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: based on a client's assets under supervision. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is SUMMIT ROCK ADVISORS, LP?

Accepted Answer

SUMMIT ROCK ADVISORS, LP has approximately 84 employees and manages $21.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Anne (nancy) Donohue

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