DAVINCI FINANCIAL DESIGNS

5301 N. Trenholm Road
Suite A
Columbia, South Carolina 29206
Tel: 803-741-0134

About DAVINCI FINANCIAL DESIGNS

DAVINCI FINANCIAL DESIGNS, formally registered with the SEC as DAVINCI FINANCIAL DESIGNS. The firm was established in 02/25/2015. They have over 2 offices throughout the country.

DAVINCI FINANCIAL DESIGNS is a Columbia, South Carolina based Financial Planning firm with nearly $246,898,164 assets under management, offering retirement planning & investment advisory services to 1751 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	163362
SEC#	801-80733
Assets Managed by Firm	$246,898,164
No. of Clients	1751
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	1751	$246,898,164
Individuals (other than high net worth individuals)	855	$124,212,818
High net worth individuals	46	$119,397,245
Charitable organizations	1	$2,951,762
Corporations or other businesses	4	$336,339

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