Donald H Lennard
Investment adviser representative at Demarche
14 yearsExperience
1 stateRegistered in
$228.4MFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- DemarcheNov 2013 to now
- Demarche Associates, Inc.Dec 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (KS).
Demarche
Legal name: Discretionary Management Services, LLC
$228.4MAssets managed
16Clients
9Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4530485
- Firm CRD
- 145851