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Building 2DAVIS FINANCIAL SERVICES, LLC

Map pinORLEANS, MA
Phone508-255-9800
NotebookSEC #801-67997
Total AUM
$44.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
29 WEST ROAD
ORLEANS
MA 02653-0388
United States
Operating Hours
9:30 - 4:30
Monday - Friday
Phone
508-255-9800

ReceiptFinancials

Total AUM
$44.7M
Accounts
103
Discretionary
$44.7M
Accounts
103
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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