Chief Executive Officer · Lorum Advisory LLC
George E. Davis
CRD 8336354 · Named on Form ADV at one SEC-registered adviser
At a glance
Lorum Advisory LLC, an SEC-registered asset manager based in New York, NY with $0 in regulatory assets, lists George E. Davis on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Lorum Advisory LLCChief Executive OfficerAsset manager · New York, NY · $0M in regulatory assets
AtlasMembers
George’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Jorge E. AscencioCCO, Lorum Advisory LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For George’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.