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Andrew James Davies

DAVIES FINANCIAL ADVISORS, INC.·MURRIETA, California
Unclaimed Profile
25109 JEFFERSON AVE, MURRIETA, CA 92562CRD# 3275556Firm CRD# 139764
01

About

Andrew James Davies is a registered financial advisor based in MURRIETA, California, affiliated with DAVIES FINANCIAL ADVISORS, 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
DAVIES FINANCIAL ADVISORS, INC.
DAVIES FINANCIAL ADVISORS, INC.
AUM
$165M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at DAVIES FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3275556
Firm CRD# 139764
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrew James Davies offer?
Andrew James Davies specializes in Financial Planning, Investment Management. Contact their office in MURRIETA, California for a consultation.
What are Andrew James Davies's credentials?
Andrew James Davies is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew James Davies located?
Andrew James Davies is based in MURRIETA, California, working with DAVIES FINANCIAL ADVISORS, INC.. Their office serves clients in the MURRIETA metropolitan area and surrounding communities.
How does Andrew James Davies charge for services?
Andrew James Davies's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVIES FINANCIAL ADVISORS, INC.?
DAVIES FINANCIAL ADVISORS, INC. has approximately 8 employees and manages $165M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MURRIETA
Shaunie Lee Davies — DAVIES FINANCIAL ADVISORS, INC.
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City Guides
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Research
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