Davies Financial Advisors is an investment advisor in Murrieta with $118.48 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
800106814
SEC advisor number
801-126564
FINRA CRD number
139764
AUM ?
$165.31 mm
(as of 14 May 24)
Accounts
480
(as of 14 May 24)
Employees
8
(4 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings