DAVIDSON ADVISORY GROUP, LLC

BEACON CAPITAL ADVISORY GROUP
CHARLOTTE, North Carolina·1 registered advisor·CRD# 333090
SEC# 801-1313033877-801-2322
01

Firm Overview

AUM
$105M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DAVIDSON ADVISORY GROUP, LLC

1 registered advisor
David Frank Rotatori
CHARLOTTE, North Carolina
CFP
05

Office Locations

CHARLOTTE, North Carolina
1 advisor

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Data sourced from SEC Form ADV filings. DAVIDSON ADVISORY GROUP, LLC (CRD# 333090) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.