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Building 2DAVIS INVESTMENT PARTNERS, LLC

Map pinCHARLOTTE, NC
Phone(704) 741-4200
NotebookSEC #801-123320
Total AUM
$390M
Employees
3
Clients
174

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4521 SHARON ROAD
SUITE 375
CHARLOTTE
NC 28211
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(704) 741-4200

ReceiptFinancials

Total AUM
$390M
Accounts
452
Discretionary
$380.9M
Accounts
448
Non-Discretionary
$9.1M
Accounts
4

ContactClients

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Individual Clients
90
AUM
$32.6M
HNW Individual Clients
84
AUM
$357.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCSCTXVA

HandshakeAffiliates

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

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