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Francis Patrick Davis

AMS ADVISORS LLC·ORLANDO, Florida
Unclaimed Profile
5401 SOUTH KIRKMAN RD, ORLANDO, FL 32869CRD# 2627522Firm CRD# 142852
01

About

Francis Patrick Davis is a registered financial advisor based in ORLANDO, Florida, affiliated with AMS ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
CONCORDIUS CAPITAL ADVISORS, LLC
CONCORDIUS CAPITAL ADVISORS
AUM
$32M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CONCORDIUS CAPITAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2627522
Firm CRD# 142852
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Francis Patrick Davis offer?
Francis Patrick Davis specializes in Investment Management, Wealth Management. Contact their office in ORLANDO, Florida for a consultation.
What are Francis Patrick Davis's credentials?
Francis Patrick Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francis Patrick Davis located?
Francis Patrick Davis is based in ORLANDO, Florida, working with AMS ADVISORS LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.
How does Francis Patrick Davis charge for services?
Francis Patrick Davis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMS ADVISORS LLC?
AMS ADVISORS LLC has approximately 7 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMS ADVISORS LLC

Rhett Phillip Plotner
ORLANDO, FL
Stephen Robert Newhouse
ORLANDO, FL
Clifford Harland Wildes
ST PETERSBURG, FL
Mark Ridgway Keramidas
ST PETERSBURG, FL
William Floyd Grundy
BOCA RATON, FL
James Mitchell Galiano
ORLANDO, FL

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