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DAVIS MICHAEL KIM
MARION, MA
508-748-0709
SEC #801-48864Total AUM
$118.8M
Employees
1Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9 COTTAGE STREET
MARION
MA 02738
United States
MARION
MA 02738
United States
Operating Hours
8 AM TO 6 PM
Monday - Friday
Monday - Friday
Phone
508-748-0709
Financials
Total AUM
$118.8M
Accounts
126Discretionary
$118.8M
Accounts
126Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.