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Michael Kim Davis

COTTAGE STREET ADVISORS, LLC·MARION, Massachusetts
Unclaimed Profile
9 COTTAGE STREET, MARION, MA 02738CRD# 2577860Firm CRD# 173487
01

About

Michael Kim Davis is a registered financial advisor based in MARION, Massachusetts, affiliated with COTTAGE STREET ADVISORS, LLC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
COTTAGE STREET ADVISORS, LLC
COTTAGE STREET ADVISORS
AUM
$238M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at COTTAGE STREET ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2577860
Firm CRD# 173487
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Kim Davis offer?
Michael Kim Davis specializes in Financial Planning, Investment Management. Contact their office in MARION, Massachusetts for a consultation.
What are Michael Kim Davis's credentials?
Michael Kim Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Kim Davis located?
Michael Kim Davis is based in MARION, Massachusetts, working with COTTAGE STREET ADVISORS, LLC. Their office serves clients in the MARION metropolitan area and surrounding communities.
How does Michael Kim Davis charge for services?
Michael Kim 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 COTTAGE STREET ADVISORS, LLC?
COTTAGE STREET ADVISORS, LLC has approximately 3 employees and manages $238M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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