DAVIES FINANCIAL ADVISORS, INC. - Financial Advisor in California, Murrieta

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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