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DAVIS-ROSS INVESTMENT ADVISERS, LLC
DAVIS-ROSS INVESTMENT ADVISERS, LLC
COLUMBUS, Ohio
·
3 registered advisors
·
CRD# 117751
SEC# 801-61000
614-364-4485
01
Firm Overview
AUM
$2M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at DAVIS-ROSS INVESTMENT ADVISERS, LLC
3 registered advisors
Alan Blair Ross
COLUMBUS, Ohio
CRD# 4832464
John William Walden
COLUMBUS, Ohio
CRD# 1567613
Mark Allen Davis
COLUMBUS, Ohio
CRD# 2352208
05
Office Locations
COLUMBUS, Ohio
3 advisors
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Data sourced from SEC Form ADV filings. DAVIS-ROSS INVESTMENT ADVISERS, LLC (CRD# 117751) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.