DAVIES FINANCIAL ADVISORS, INC.

MURRIETA, California·2 registered advisors·CRD# 139764
SEC# 801-1265640951-677-3960
01

Firm Overview

AUM
$165M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DAVIES FINANCIAL ADVISORS, INC.

2 registered advisors
Andrew James Davies
MURRIETA, California
Shaunie Lee Davies
MURRIETA, California
05

Office Locations

MURRIETA, California
2 advisors

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Data sourced from SEC Form ADV filings. DAVIES FINANCIAL ADVISORS, INC. (CRD# 139764) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.