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DAVIS & SEILEY WEALTH MANAGEMENT, INC.
DAVIS & SEILEY WEALTH MANAGEMENT, INC.
LA MESA, California
·
2 registered advisors
·
CRD# 155348
SEC# 801-110157
0
619-697-2684
01
Firm Overview
AUM
$189M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at DAVIS & SEILEY WEALTH MANAGEMENT, INC.
2 registered advisors
Joseph Michael Seiley
LA MESA, California
CRD# 4899261
Marc Clinton Davis
LA MESA, California
CRD# 2087050
05
Office Locations
LA MESA, California
2 advisors
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Data sourced from SEC Form ADV filings. DAVIS & SEILEY WEALTH MANAGEMENT, INC. (CRD# 155348) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.