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Robert Malcolm Davis

R M DAVIS INC·PORTLAND, Maine
Unclaimed Profile
24 CITY CENTER, PORTLAND, ME 04101-4069CRD# 2097875Firm CRD# 105448
01

About

Robert Malcolm Davis is a registered financial advisor based in PORTLAND, Maine, affiliated with R M DAVIS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
R M DAVIS INC
R M DAVIS INC
AUM
$6.3B
Regulatory assets under management
Employees
57
Total firm employees
View all advisors at R M DAVIS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2097875
Firm CRD# 105448
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Malcolm Davis offer?
Robert Malcolm Davis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.
What are Robert Malcolm Davis's credentials?
Robert Malcolm Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Malcolm Davis located?
Robert Malcolm Davis is based in PORTLAND, Maine, working with R M DAVIS INC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Robert Malcolm Davis charge for services?
Robert Malcolm Davis'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 R M DAVIS INC?
R M DAVIS INC has approximately 57 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PORTLAND
Andrew Jay Walker — GUIDANCE POINT RETIREMENT SERVICES, LLCBenjamin James Smith — GUIDANCE POINT RETIREMENT SERVICES, LLCGeorge William Allen — DAVIS R M INCRichard Anthony Carriuolo — DAVIS R M INCJulianne Hull — GREENBACKER CAPITAL MANAGEMENT LLC
Nearby cities in Maine
BANGOR (22)BRUNSWICK (17)BAR HARBOR (6)FALMOUTH (6)SOUTH PORTLAND (5)
City Guides
BANGOR GuideBRUNSWICK GuideBAR HARBOR GuideFALMOUTH GuideSOUTH PORTLAND Guide
Research
Advisor Fees in MaineNational Fee Analysis
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