DAVIES FINANCIAL ADVISORS, INC.
Tel: 951-677-3960 25109 Jefferson Ave Suite 205 Murrieta, California 92562
About DAVIES FINANCIAL ADVISORS, INC.
DAVIES FINANCIAL ADVISORS, INC. is a Murrieta, California based financial advisory firm with nearly $165,308,484 in assets under management and provides investment advisory services for 480 clients. There are currently 8 financial advisors at the firm.
General Information
Firm CRD#:
139764
Firm SEC#:
801-126564
Assets Under Management:
$165,308,484
No. of Clients:
480
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)
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