Gifford C Davis
Investment adviser representative at Waterrock Wealth Management
13 yearsExperience
2 statesRegistered in
$153.7MFirm assets
3 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Prien Asset ManagementMay 2023 to now
- Waterrock Wealth ManagementMay 2022 to now
- US BankFeb 2013 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Waterrock Wealth Management
Legal name: Prien Asset Management, LLC
$153.7MAssets managed
290Clients
4Advisers
3 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
- 7739996
- Firm CRD
- 296462