Overview
Assets Under Management: $137 million
Headquarters: LA MESA, CA
High-Net-Worth Clients: 40
Average Client Assets: $1.9 million
Frequently Asked Questions
DAVIS & SEILEY WEALTH MANAGEMENT, INC. 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 #155348), DAVIS & SEILEY WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
DAVIS & SEILEY WEALTH MANAGEMENT, INC. is headquartered in LA MESA, CA.
DAVIS & SEILEY WEALTH MANAGEMENT, INC. serves 40 high-net-worth clients according to their SEC filing dated November 26, 2018. View client details ↓
According to their SEC Form ADV, DAVIS & SEILEY WEALTH MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
DAVIS & SEILEY WEALTH MANAGEMENT, INC. manages $137 million in client assets according to their SEC filing dated November 26, 2018.
According to their SEC Form ADV, DAVIS & SEILEY WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.00%
Average Client Assets: $1.9 million
Total Client Accounts: 641
Discretionary Accounts: 641
Regulatory Filings
CRD Number: 155348
Filing ID: 1253370
Last Filing Date: 2018-11-26 11:42:00