Unclaimed Profile

Michael Kim Davis

COTTAGE STREET ADVISORS, LLC·MARION, Massachusetts

Clean recordCOTTAGE STREET ADVISORS, LLC

9 COTTAGE STREET, MARION, MA 02738CRD# 2577860Firm CRD# 173487

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Kim Davis · MARION, MA

Registration

CRD #2577860 · COTTAGE STREET ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

COTTAGE STREET ADVISORS, LLC

COTTAGE STREET ADVISORS

AUM

$238M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2577860

Firm CRD# 173487

View on FINRA BrokerCheck →

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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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