Overview
Assets Under Management: $234 million
High-Net-Worth Clients: 39
Average Client Assets: $3.1 million
Frequently Asked Questions
DAVIMAN FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285030), DAVIMAN FINANCIAL, LLC is subject to fiduciary duty under federal law.
DAVIMAN FINANCIAL, LLC serves 39 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, DAVIMAN FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
DAVIMAN FINANCIAL, LLC manages $234 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, DAVIMAN FINANCIAL, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.08%
Average Client Assets: $3.1 million
Total Client Accounts: 579
Discretionary Accounts: 567
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 285030
Filing ID: 2035257
Last Filing Date: 2026-03-11 08:59:24