DAVINCI FINANCIAL DESIGNS LLC

DAVINCI FINANCIAL DESIGNS
COLUMBIA, South Carolina·2 registered advisors·CRD# 163362
SEC# 801-807331803-741-0134
01

Firm Overview

AUM
$247M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DAVINCI FINANCIAL DESIGNS LLC

2 registered advisors
James Stuart Agostini
COLUMBIA, South Carolina
Jeb Stuart Zoller
COLUMBIA, South Carolina
05

Office Locations

COLUMBIA, South Carolina
2 advisors

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Data sourced from SEC Form ADV filings. DAVINCI FINANCIAL DESIGNS LLC (CRD# 163362) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.