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Building 2DAVIS FINANCIAL MANAGEMENT, INC.

Map pinOVERLAND PARK, KS
Phone(913) 890-7279
NotebookSEC #801-129578
Total AUM
$144.6M
Employees
1
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7381 W. 133RD STREET
SUITE 226
OVERLAND PARK
KS 66213
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(913) 890-7279

ReceiptFinancials

Total AUM
$144.6M
Accounts
234
Discretionary
$0
Accounts
0
Non-Discretionary
$144.6M
Accounts
234

ContactClients

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Individual Clients
5
AUM
$1.6M
HNW Individual Clients
51
AUM
$91.5M
Pension/Profit Sharing Plan Clients
22
AUM
$51.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
HIKSTX

HandshakeAffiliates

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

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