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Wendy Dannette Downer

SUNDOWNER CAPITAL MANAGEMENT LLC·BEND, Oregon
Clean recordSUNDOWNER CAPITAL MANAGEMENT LLC
725 NW BROADWAY STREET, BEND, OR 97703CRD# 5377737Firm CRD# 146253

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wendy Dannette Downer · BEND, OR
Registration
CRD #5377737 · SUNDOWNER CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Wendy Dannette Downer is a registered financial advisor based in BEND, Oregon, affiliated with SUNDOWNER CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SUNDOWNER CAPITAL MANAGEMENT LLC
SUNDOWNER CAPITAL MANAGEMENT LLC
AUM
$94M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SUNDOWNER CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5377737
Firm CRD# 146253
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wendy Dannette Downer offer?
Wendy Dannette Downer specializes in Investment Management, Fee-Only Advisory. Contact their office in BEND, Oregon for a consultation.
What are Wendy Dannette Downer's credentials?
Wendy Dannette Downer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendy Dannette Downer located?
Wendy Dannette 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 Wendy Dannette Downer charge for services?
Wendy Dannette 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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Other Advisors at SUNDOWNER CAPITAL MANAGEMENT LLC

Douglas Everett Downer
BEND, OR

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
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City Guides
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Research
Advisor Fees in OregonNational Fee Analysis
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