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Building 2DAVIS WEALTH MANAGEMENT

Map pinDURHAM, NC
Phone919-421-1555
NotebookSEC #801-70254
Total AUM
$102.4M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5011 SOUTHPARK DR
SUITE 240
DURHAM
NC 27713
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
919-421-1555

ReceiptFinancials

Total AUM
$102.4M
Accounts
385
Discretionary
$102.4M
Accounts
385
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCVA

HandshakeAffiliates

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

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