Unclaimed Profile

Heather Lynn Davis

CHURCHILL ASSET MANAGEMENT LLC·NEW YORK, New York

CHURCHILL ASSET MANAGEMENT LLC

430 PARK AVENUE, NEW YORK, NY 10022CRD# 2672041Firm CRD# 175092

Profile Verification

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

Identity

Heather Lynn Davis · NEW YORK, NY

Registration

CRD #2672041 · CHURCHILL ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Heather Lynn Davis is a registered financial advisor based in NEW YORK, New York, affiliated with CHURCHILL ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CHURCHILL ASSET MANAGEMENT LLC

AUM

$42.5B

Regulatory assets under management

Employees

167

Total firm employees

View all advisors at CHURCHILL ASSET MANAGEMENT LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Market timing services

Other

Background

Compensation

Percentage of AUM

Fixed fees

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2672041

Firm CRD# 175092

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Heather Lynn Davis offer?

Heather Lynn Davis specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Heather Lynn Davis's credentials?

Heather Lynn Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heather Lynn Davis located?

Heather Lynn Davis is based in NEW YORK, New York, working with CHURCHILL ASSET MANAGEMENT LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Heather Lynn Davis charge for services?

Heather Lynn Davis's firm is compensated through percentage of aum, fixed fees, 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 CHURCHILL ASSET MANAGEMENT LLC?

CHURCHILL ASSET MANAGEMENT LLC has approximately 167 employees and manages $42.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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