Stephen
Donahue
Regis Management, A Mercer Advisors Company
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About this Advisor
Stephen Donahue is a financial advisor based in Menlo Park, California, working with Regis Management, A Mercer Advisors Company. Stephen has previously held positions at Regis Acquisition Inc and Regis Management Company, LLC. Stephen is registered to provide services in California and Texas. Currently, Stephen is part of Regis Management, A Mercer Advisors Company, which operates out of Menlo Park, California. The firm has 2 offices and 13 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Regis Management, A Mercer Advisors Company includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Regis Management, A Mercer Advisors Company Brokerage Details
$2,868,918,920
13
30
$95,630,631
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Stephen Donahue Work History
Regis Acquisition Inc
Regis Acquisition Inc
Regis Management Company, LLC
Disclosures
Please visit the SEC profile of Stephen Donahue to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Regis Management, A Mercer Advisors Company
Denver, CO
Menlo Park, CA
Menlo Park, CA
Denver, CO
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