DAVIS WEALTH ADVISORS
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
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)
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