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Timothy James Davis

ZAFF LLC·HOUSTON, Texas
Clean recordZAFF LLC
109 N POST OAK LANE, HOUSTON, TX 77024CRD# 4393311Firm CRD# 159995

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy James Davis · HOUSTON, TX
Registration
CRD #4393311 · ZAFF LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy James Davis is a registered financial advisor based in HOUSTON, Texas, affiliated with ZAFF LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ZAFF CAPITAL LP
ZAFF CAPITAL LP
AUM
$25M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at ZAFF CAPITAL LP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4393311
Firm CRD# 159995
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy James Davis offer?
Timothy James Davis specializes in Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Timothy James Davis's credentials?
Timothy James Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy James Davis located?
Timothy James Davis is based in HOUSTON, Texas, working with ZAFF LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Timothy James Davis charge for services?
Timothy James Davis's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZAFF LLC?
ZAFF LLC has approximately 13 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ZAFF LLC

Brian Robert Zatarain
HOUSTON, TX
Catherine Maclellan Campbell
HOUSTON, TX
John Granger Macfarlane
HOUSTON, TX
K George Wasaff
HOUSTON, TX
Roseann Marie Engledorf
HOUSTON, TX

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Research
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