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Building 2DAVIG FINANCIAL CORPORATION

Map pinHOLMEN, WI
Phone608-526-9718
NotebookSEC #801-56561
Total AUM
$18.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 EMPIRE ST., SUITE 101
HOLMEN
WI 54636
USA
Operating Hours
8:30 A.M. - 4:30 A.M.
Monday - Friday
Phone
608-526-9718

ReceiptFinancials

Total AUM
$18.5M
Accounts
133
Discretionary
$18M
Accounts
97
Non-Discretionary
$500K
Accounts
36

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

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

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