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Corey Robert Davis

MATTSON FINANCIAL SERVICES, LLC·KENTWOOD, Michigan
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3226 28TH STREET SE, KENTWOOD, MI 49512CRD# 7147078Firm CRD# 153067
01

About

Corey Robert Davis is a registered financial advisor based in KENTWOOD, Michigan, affiliated with MATTSON FINANCIAL SERVICES, 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
MATTSON FINANCIAL SERVICES, LLC
MATTSON FINANCIAL SERVICES, LLC
AUM
$296M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at MATTSON FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES/ PERCENTAGE OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 7147078
Firm CRD# 153067
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Corey Robert Davis offer?
Corey Robert Davis specializes in Financial Planning, Investment Management. Contact their office in KENTWOOD, Michigan for a consultation.
What are Corey Robert Davis's credentials?
Corey Robert Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Corey Robert Davis located?
Corey Robert Davis is based in KENTWOOD, Michigan, working with MATTSON FINANCIAL SERVICES, LLC. Their office serves clients in the KENTWOOD metropolitan area and surrounding communities.
How does Corey Robert Davis charge for services?
Corey Robert Davis's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees/ percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MATTSON FINANCIAL SERVICES, LLC?
MATTSON FINANCIAL SERVICES, LLC has approximately 8 employees and manages $296M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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