R M DAVIS INC

24 City Center
Portland, Maine 04101-4069
Tel: 207-774-0022

About R M DAVIS INC

R M DAVIS INC, formally registered with the SEC as R M DAVIS INC. The firm was established in 06/30/1978. They have over 2 offices throughout the country.

R M DAVIS INC is a Portland, Maine based Financial Planning firm with nearly $6,315,757,763 assets under management, offering retirement planning & investment advisory services to 5680 clients. The firm is staffed with 57 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105448
SEC#	801-13878
Assets Managed by Firm	$6,315,757,763
No. of Clients	5680
No. of Advisors	57

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	5680	$6,315,757,763
Individuals (other than high net worth individuals)	1256	$864,348,688
High net worth individuals	1011	$5,058,513,797
Pension and profit sharing plans	12	$60,235,347
Charitable organizations	54	$208,469,439
Corporations or other businesses	21	$111,577,938

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