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David Owen Landry

Demesne Investments

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About David Owen Landry

David Owen Landry is a financial advisor with Demesne Investments, a firm that specializes in providing financial advice to individuals, businesses, and charitable organizations. David has been in the financial industry since 2012, and has a wide range of experience. David is registered as an investment advisor in Virginia, Texas, and South Carolina. David is a CFA charterholder and is a minority owner of IO Digital Index Partners LLC, a company that produces an index of publicly traded digital infrastructure businesses.

Firm Information

David Landry is currently registered with Demesne Investments. Demesne Investments is an investment advisor with 1 investment adviser representative. They have approximately $57.21 million in regulatory assets under management and advise a diverse range of clients, including high-net-worth individuals, charitable organizations, corporations, and family trusts. Their services include portfolio management for individuals, businesses, and publication of periodicals.

$57.21M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Landry’s Registration & Firm History

SC

12/04/2019 - Present

Demesne Investments (GREENVILLE SC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Owen Landry.
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