DAVIS WEALTH ADVISORS - Financial Advisor in New Hampshire, Salem

Tel: 603-836-3477 12 Stiles Road Suite 203 Salem, New Hampshire 03079

About DAVIS WEALTH ADVISORS

DAVIS WEALTH ADVISORS is a Salem, New Hampshire based financial advisory firm with nearly $135,791,193 in assets under management and provides investment advisory services for 423 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

287736

Firm SEC#:

801-130754

Assets Under Management:

$135,791,193

No. of Clients:

423

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops, Other (BUSINESS AND FINANCIAL CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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