Priscilla
Birt
Donaldson Capital Management LLC
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About this Advisor
Priscilla Birt is a financial advisor based in Knoxville, Tennessee, working with Donaldson Capital Management LLC. Priscilla has previously held positions at Resource Advisory Services, National Storage Solutions, Wells Fargo, Thoron Capital, The Mather Group, LLC, and Donaldson Capital Management. Priscilla is registered to provide services in Tennessee. Currently, Priscilla is part of Donaldson Capital Management LLC, which operates out of Knoxville, Tennessee. The firm has 3 offices and 61 employees. The firm manages assets totaling $2.7 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, publication of newsletters, educational seminars, and other services. The fee structure at Donaldson Capital Management LLC includes asset-based, hourly, and other fees.
Certifications and Registrations
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Office Location
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Donaldson Capital Management LLC Brokerage Details
$2,677,442,196
61
1,716
$1,560,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Priscilla Birt Work History
Donaldson Capital Management
The Mather Group, LLC
The Mather Group, LLC
Resource Advisory Services
National Storage Solutions
Wells Fargo
Thoron Capital
Disclosures
Please visit the SEC profile of Priscilla Birt 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 Donaldson Capital Management LLC
Evansville, IN
Evansville, IN
Evansville, IN
Columbus, IN
Evansville, IN
Knoxville, TN
Evansville, IN
Columbus, IN
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