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Building 2DAVIS PRIVATE WEALTH, LLC

Map pinROYAL PALM BEACH, FL
Phone(561) 284-8999
NotebookSEC #801-122268
Total AUM
$192.7M
Employees
3
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9100 BELVEDERE ROAD
SUITE 209
ROYAL PALM BEACH
FL 33411
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(561) 284-8999

ReceiptFinancials

Total AUM
$192.7M
Accounts
609
Discretionary
$185.8M
Accounts
474
Non-Discretionary
$6.9M
Accounts
135

ContactClients

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Individual Clients
58
AUM
$25M
HNW Individual Clients
71
AUM
$157.3M
Pension/Profit Sharing Plan Clients
15
AUM
$10.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMS

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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