Overview
Assets Under Management: $359 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 86
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.17
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 473
Discretionary Accounts: 469
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 318783
Last Filing Date: 2024-02-15 00:00:00
Website: https://davisinvestmentpartners.com