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Building 2DAVIS WEALTH ADVISORS

Map pinSALEM, NH
Phone603-836-3477
NotebookSEC #801-130754
Total AUM
$197.1M
Employees
6
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12 STILES ROAD
SUITE 203
SALEM
NH 03079
United States
Operating Hours
(BY APPOINTMENT)
Monday - Friday
Phone
603-836-3477

ReceiptFinancials

Total AUM
$197.1M
Accounts
557
Discretionary
$186.2M
Accounts
534
Non-Discretionary
$11M
Accounts
23

ContactClients

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Individual Clients
15
AUM
$4.3M
HNW Individual Clients
72
AUM
$183.9M
Pension/Profit Sharing Plan Clients
3
AUM
$7.6M
Corporation or Business Clients
2
AUM
$1.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
BUSINESS AND FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
MANH

HandshakeAffiliates

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

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