GERVAIS CAPITAL MANAGEMENT, LLC

WILSON, Wyoming·2 registered advisors·CRD# 299347

SEC# 801-1304850(914) 433-5223

01

Firm Overview

AUM

$116M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

2

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

2 registered advisors

Donald George Gervais

WILSON, Wyoming

Susan Katz Gervais

WILSON, Wyoming

05

Office Locations

WILSON, Wyoming

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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.