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

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