Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > massachusetts > boston > D/B/A THE DAVIS COMPANIES OR DAVIS
D/B/A THE DAVIS COMPANIES OR DAVIS
125 High Street
Suite 2111
Boston, Massachusetts 02110
Tel: 617-451-1300
About D/B/A THE DAVIS COMPANIES OR DAVIS
D/B/A THE DAVIS COMPANIES OR DAVIS, formally registered with the SEC as D/B/A THE DAVIS COMPANIES OR DAVIS. The firm was established in 03/28/2012. They have over 2 offices throughout the country.
D/B/A THE DAVIS COMPANIES OR DAVIS is a Boston, Massachusetts based Financial Planning firm with nearly $2,262,460,845 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 44 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 161888 |
| SEC# | 801-74372 |
| Assets Managed by Firm | $2,262,460,845 |
| No. of Clients | 19 |
| No. of Advisors | 44 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 19 | $2,262,460,845 |
More Retirement Planning firms in Boston, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
Explore More Retirement Advisors in Boston, Massachusetts