Overview
Assets Under Management: $172 million
Headquarters: ROYAL PALM BEACH, FL
High-Net-Worth Clients: 2
Average Client Assets: $63 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.16
Average High-Net-Worth Client Assets: $63 million
Total Client Accounts: 650
Discretionary Accounts: 465
Non-Discretionary Accounts: 185
Regulatory Filings
CRD Number: 285952
Filing ID: 1953650
Last Filing Date: 2025-03-12 17:29:00
Website: https://davisprivatewealth.com