Davies Financial Advisors, Inc.

RIASEC RegisteredEst. 2022

Total AUM

$123M

Discretionary

$123M

100% of AUM

Avg account

$711K

Accounts

173

Employees

Advisory reps

Firm details

Headquarters: Murrieta, California
CRD number: 139764
Registered since: September 15, 2022
Website: www.ajdavies.net
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI52.51%
Corporations / Businesses25.6%
Individuals20.54%
Charitable Organizations1.35%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Davies Financial Advisors, Inc. is an independent registered investment adviser that began SEC registration in 2022 and operates as a capital allocator for both individual/family and institutional clients. The firm combines financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers with an insurance brokerage practice. Its fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.