Overview
Assets Under Management: $194 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 146
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 146
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.67
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 603
Discretionary Accounts: 602
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 149014
Last Filing Date: 2024-02-14 00:00:00
Website: https://daviscapitalsite.com