DAVIS FINANCIAL SERVICES, LLC

ORLEANS, Massachusetts·1 registered advisor·CRD# 138707
SEC# 801-67997508-255-9800
01

Firm Overview

AUM
$45M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DAVIS FINANCIAL SERVICES, LLC

1 registered advisor
Deborah Elrie Davis
ORLEANS, Massachusetts
05

Office Locations

ORLEANS, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. DAVIS FINANCIAL SERVICES, LLC (CRD# 138707) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.