Claim Profile
HD

Hugh Long Davis

INSTITUTIONAL SERVICES GROUP, LLC·JACKSON, Mississippi
Unclaimed Profile
SUITE 534, 248 EAST CAPITOL ST., JACKSON, MS 39201CRD# 2227712Firm CRD# 144650
01

About

Hugh Long Davis is a registered financial advisor based in JACKSON, Mississippi, affiliated with INSTITUTIONAL SERVICES GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
INSTITUTIONAL SERVICES GROUP, LLC
INSTITUTIONAL SERVICES GROUP, LLC
AUM
$204M
Regulatory assets under management
Employees
2
Total firm employees
Services
Selection of other advisers
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2227712
Firm CRD# 144650
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JACKSON?

Browse all registered financial advisors in JACKSON, Mississippi or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Hugh Long Davis offer?
Hugh Long Davis specializes in Wealth Management, Fee-Only Advisory. Contact their office in JACKSON, Mississippi for a consultation.
What are Hugh Long Davis's credentials?
Hugh Long Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hugh Long Davis located?
Hugh Long Davis is based in JACKSON, Mississippi, working with INSTITUTIONAL SERVICES GROUP, LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does Hugh Long Davis charge for services?
Hugh Long Davis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INSTITUTIONAL SERVICES GROUP, LLC?
INSTITUTIONAL SERVICES GROUP, LLC has approximately 2 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty