Davies Financial Advisors, Inc.

RIASEC Registered

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, individual-owned registered investment adviser that began SEC registration in 2022. The firm describes itself as a capital allocator serving both individual & family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Davies also operates as an insurance broker and charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not identify as an active ESG investor.