DO
DO

Denis O'kane

16 Years of Experience
New York, NY
Broker

Denis O'kane is a registered investment advisor at Gilder Gagnon Howe & CO. LLC, based in New York, NY, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 5,896 clients with $12B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
31 advisors
Number of Clients
5,896 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$11.6B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)

GGHC offers investment management services where the firm makes all the investment decisions for you. The fees depend on the type of account you have:

  • Non-retirement accounts: You pay a commission on each trade. Expect to pay 3%-5% of the account value annually, but it could be as high as 8% or more depending on trading activity.
  • Retirement accounts: You pay an annual fee of 2.5% of the account value, charged monthly. This fee covers investment advice, trade execution, custody, and reporting.
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Location

475 Tenth Avenue, New York, NY, 10018

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gilder Gagnon Howe & CO. LLC
May 2021 - Present · 5 yrs
Gilder Gagnon Howe & CO. LLCBroker
September 2009 - Present · 16 yrs 8 mos
State Registrations50 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.