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R M DAVIS INC
PORTLAND, ME
207-774-0022
SEC #801-13878Total AUM
$8.2B
Employees
63Clients
2,437Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
24 CITY CENTER
PORTLAND
ME 04101-4069
United States
PORTLAND
ME 04101-4069
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
207-774-0022
Other Offices
2
Financials
Total AUM
$8.2B
Accounts
6,124Discretionary
$8.1B
Accounts
6,102Non-Discretionary
$22.8M
Accounts
22
Clients
Individual Clients
1,042AUM
$649.1M
HNW Individual Clients
1,300AUM
$7B
Pension/Profit Sharing Plan Clients
10AUM
$50.1M
Charitable Organization Clients
57AUM
$357.5M
Government Entity Clients
6AUM
$15.2M
Corporation or Business Clients
22AUM
$110.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCFLGAILINMAMDMEMTNCNHNJNYORPARISCTNTXUTVAVTWAWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.