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Home > Retirement Planners > california > murrieta > DAVIES FINANCIAL ADVISORS, INC.
DAVIES FINANCIAL ADVISORS, INC.
25109 Jefferson Ave
Suite 205
Murrieta, California 92562
Tel: 951-677-3960
About DAVIES FINANCIAL ADVISORS, INC.
DAVIES FINANCIAL ADVISORS, INC, formally registered with the SEC as DAVIES FINANCIAL ADVISORS, INC. The firm was established in 09/15/2022. They have over 1 offices throughout the country.
DAVIES FINANCIAL ADVISORS, INC. is a Murrieta, California based Financial Planning firm with nearly $165,308,484 assets under management, offering retirement planning & investment advisory services to 480 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 139764 |
| SEC# | 801-126564 |
| Assets Managed by Firm | $165,308,484 |
| No. of Clients | 480 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (GENERAL CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 480 | $165,308,484 |
| Individuals (other than high net worth individuals) | 138 | $39,365,643 |
| High net worth individuals | 30 | $86,101,147 |
| Charitable organizations | Fewer than 5 clients | $2,751,231 |
| Corporations or other businesses | 41 | $37,090,463 |
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