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Building 2DAVIES FINANCIAL ADVISORS, INC.

Map pinMURRIETA, CA
Phone951-677-3960
NotebookSEC #801-126564
Total AUM
$123.1M
Employees
10
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25109 JEFFERSON AVE
SUITE 205
MURRIETA
CA 92562
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
951-677-3960

ReceiptFinancials

Total AUM
$123.1M
Accounts
173
Discretionary
$123.1M
Accounts
173
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
104
AUM
$25.3M
HNW Individual Clients
21
AUM
$64.6M
Charitable Organization Clients
1
AUM
$1.7M
Corporation or Business Clients
46
AUM
$31.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDNENVORTNTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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