1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DAVIS FINANCIAL PLANNING

Map pinASHEVILLE, NC
Phone828-398-5050
NotebookSEC #801-123715
Total AUM
$101.4M
Employees
6
Clients
130

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 CENTRAL AVENUE
ASHEVILLE
NC 28801
United States
Operating Hours
8-5
BY APPOINTMENT ONLY
Phone
828-398-5050

ReceiptFinancials

Total AUM
$101.4M
Accounts
665
Discretionary
$0
Accounts
0
Non-Discretionary
$101.4M
Accounts
665

ContactClients

View more in analytics →

Individual Clients
108
AUM
$60.9M
HNW Individual Clients
22
AUM
$40.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account