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DAVIS ELWOOD BRIAN
203-226-8997
SEC #801-23399Total AUM
$255M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Monday - Friday
Phone
203-226-8997
Financials
Total AUM
$255M
Accounts
243Discretionary
$155M
Accounts
189Non-Discretionary
$100M
Accounts
54
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CT
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.