D/b/a The Davis Companies Or Davis
D/b/a The Davis Companies Or Davis (CRD# 161888) is a financial advisory firm headquartered in Boston, MA. They manage $2,198,671,473 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
D/b/a The Davis Companies Or Davis
By the Numbers
-
Total Assets Under Management2,199MILLION
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Total Number of Accounts16ACCOUNTS
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Average Account Value$137,416,967
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at D/b/a The Davis Companies Or Davis
No Advisor Found.
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