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A Dean Davis

RFE MANAGEMENT CORPORATION·NEW CANAAN, Connecticut
Unclaimed Profile
36 GROVE STREET, NEW CANAAN, CT 06480-5329CRD# 1395881Firm CRD# 160360
01

About

A Dean Davis is a registered financial advisor based in NEW CANAAN, Connecticut, affiliated with RFE MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
RFE MANAGEMENT CORPORATION
RFE MANAGEMENT CORPORATION
AUM
$761M
Regulatory assets under management
Employees
16
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1395881
Firm CRD# 160360
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does A Dean Davis offer?
A Dean Davis specializes in Retirement Planning. Contact their office in NEW CANAAN, Connecticut for a consultation.
What are A Dean Davis's credentials?
A Dean Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is A Dean Davis located?
A Dean Davis is based in NEW CANAAN, Connecticut, working with RFE MANAGEMENT CORPORATION. Their office serves clients in the NEW CANAAN metropolitan area and surrounding communities.
How does A Dean Davis charge for services?
A Dean Davis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RFE MANAGEMENT CORPORATION?
RFE MANAGEMENT CORPORATION has approximately 16 employees and manages $761M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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