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Marc Clinton Davis

DAVIS & SEILEY WEALTH MANAGEMENT, INC.·LA MESA, California
Unclaimed Profile
5400 CONNECTICUT AVENUE, LA MESA, CA 91942CRD# 2087050Firm CRD# 155348
01

About

Marc Clinton Davis is a registered financial advisor based in LA MESA, California, affiliated with DAVIS & SEILEY WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DAVIS & SEILEY WEALTH MANAGEMENT, INC.
DAVIS & SEILEY WEALTH MANAGEMENT, INC.
AUM
$189M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at DAVIS & SEILEY WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2087050
Firm CRD# 155348
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marc Clinton Davis offer?
Marc Clinton Davis specializes in Financial Planning, Investment Management. Contact their office in LA MESA, California for a consultation.
What are Marc Clinton Davis's credentials?
Marc Clinton Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Clinton Davis located?
Marc Clinton Davis is based in LA MESA, California, working with DAVIS & SEILEY WEALTH MANAGEMENT, INC.. Their office serves clients in the LA MESA metropolitan area and surrounding communities.
How does Marc Clinton Davis charge for services?
Marc Clinton Davis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVIS & SEILEY WEALTH MANAGEMENT, INC.?
DAVIS & SEILEY WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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