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 $2,262,460,845 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,262
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $119,076,887
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
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.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.