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 corporate, individually owned firm. It describes itself as a capital allocator serving both individual/family and institutional clients. Advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers; the firm also conducts insurance brokerage. Its fee arrangements are flexible across percentage of AUM, hourly charges and fixed fees. Davies is not positioned as an ESG-focused or multi-state adviser in the available data.