DAVINCI FINANCIAL DESIGNS - Financial Advisor in South Carolina, Columbia

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

About DAVINCI FINANCIAL DESIGNS

DAVINCI FINANCIAL DESIGNS is a Columbia, South Carolina based financial advisory firm with nearly $246,898,164 in assets under management and provides investment advisory services for 1751 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

163362

Firm SEC#:

801-80733

Assets Under Management:

$246,898,164

No. of Clients:

1751

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

SOUTHSTATE ADVISORY, INC.

153113

801-71264

420

$3,417,068,970

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107994

801-55414

2566

$1,681,630,457

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$1,171,606,070

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801-29159

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$1,093,282,659

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$390,110,252

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160286

801-73105

272

$172,288,500

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$152,212,270

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