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Douglas Everett Downer

SUNDOWNER CAPITAL MANAGEMENT LLC·BEND, Oregon
Series 2, Series 7, Series 63, Series 65Clean record18 years registeredSUNDOWNER CAPITAL MANAGEMENT LLC
725 NW BROADWAY STREET, BEND, OR 97703CRD# 2155815Firm CRD# 146253

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Everett Downer · BEND, OR
Registration
CRD #2155815 · SUNDOWNER CAPITAL MANAGEMENT LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

SUNDOWNER CAPITAL MANAGEMENT LLC
Jan 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 7
Series 63
Series 65
Registration record
First registered · January 23, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUNDOWNER CAPITAL MANAGEMENT LLC
CRD 146253 · SEC 801-123347
AUM
$94M
Regulatory assets under management
Employees
2
156 client accounts
Services offered by SUNDOWNER CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SUNDOWNER CAPITAL MANAGEMENT LLC →
Introduction

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Frequently Asked Questions

What services does Douglas Everett Downer offer?
Douglas Everett Downer specializes in Investment Management, Fee-Only Advisory. Contact their office in BEND, Oregon for a consultation.
What are Douglas Everett Downer's credentials?
Douglas Everett Downer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Everett Downer located?
Douglas Everett Downer is based in BEND, Oregon, working with SUNDOWNER CAPITAL MANAGEMENT LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.
How does Douglas Everett Downer charge for services?
Douglas Everett Downer'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 SUNDOWNER CAPITAL MANAGEMENT LLC?
SUNDOWNER CAPITAL MANAGEMENT LLC has approximately 2 employees and manages $94M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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