D/b/a The Davis Companies
D/b/a The Davis Companies (CRD# 161888) is a financial advisory firm headquartered in Boston, MA. They manage $1,240,997,125 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1,241MILLION
Total Number of Accounts11ACCOUNTS
Average Account Value$112,817,920
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)