Davies Financial Advisors, Inc.
Murrieta, California
Davies Financial Advisors, Inc., a small investment advisory firm located in Murrieta, CA, serves as a trusted financial partner to individuals and businesses seeking expert guidance. With their main office in Murrieta, the firm boasts a dedicated team of seven employees, including four highly skilled investment advisors. Drawing on their extensive experience, Davies Financial Advisors, Inc. manages an impressive average of $29,620,000 in assets per investment advisor. Committed to providing tailored solutions, Davies Financial Advisors, Inc. offers a flexible compensation structure, which includes a percentage of assets under ma...
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Assets Under Mgmt

$118.48M

Investment Professionals

4

Locations

0

% 401K & Individual

30%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Other: GENERAL CONSULTING SERVICES
Other Business Activities
Insurance broker or agent
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