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Michael James Davidson

WISDOM INDEX ADVISORS, LLC·PROSPER, Texas
Clean recordWISDOM INDEX ADVISORS, LLC
102 S. MAIN STREET, PROSPER, TX 75078CRD# 4547024Firm CRD# 132567

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael James Davidson · PROSPER, TX
Registration
CRD #4547024 · WISDOM INDEX ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael James Davidson is a registered financial advisor based in PROSPER, Texas, affiliated with WISDOM INDEX ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WISDOM INDEX ADVISORS, LLC
WISDOM INDEX ADVISORS
AUM
$180M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WISDOM INDEX ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4547024
Firm CRD# 132567
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael James Davidson offer?
Michael James Davidson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROSPER, Texas for a consultation.
What are Michael James Davidson's credentials?
Michael James Davidson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael James Davidson located?
Michael James Davidson is based in PROSPER, Texas, working with WISDOM INDEX ADVISORS, LLC. Their office serves clients in the PROSPER metropolitan area and surrounding communities.
How does Michael James Davidson charge for services?
Michael James Davidson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WISDOM INDEX ADVISORS, LLC?
WISDOM INDEX ADVISORS, LLC has approximately 3 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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