DAVID JAMES FINANCIAL

NORTH LIBERTY, Iowa·2 registered advisors·CRD# 306301

SEC# 801-1233320319 535-4525

01

Firm Overview

AUM

$97M

Regulatory assets under management

Employees

3

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at DAVID JAMES FINANCIAL

2 registered advisors

David James Lane

NORTH LIBERTY, Iowa

David Patrick Senkyr

NORTH LIBERTY, Iowa

05

Office Locations

NORTH LIBERTY, Iowa

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Data sourced from SEC Form ADV filings. DAVID JAMES FINANCIAL (CRD# 306301) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.