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GERVAIS CAPITAL MANAGEMENT, LLC
GERVAIS CAPITAL MANAGEMENT, LLC
WILSON, Wyoming
·
1 registered advisor
·
CRD# 299347
SEC# 801-130485
0
(914) 433-5223
01
Firm Overview
AUM
$116M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at GERVAIS CAPITAL MANAGEMENT, LLC
1 registered advisor
Donald George Gervais
WILSON, Wyoming
CFA
CRD# 2870806
05
Office Locations
WILSON, Wyoming
1 advisor
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Data sourced from SEC Form ADV filings. GERVAIS CAPITAL MANAGEMENT, LLC (CRD# 299347) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.