Davies Wealth Management LLC
Davies Wealth Management LLC (CRD# 151098) is a financial advisory firm headquartered in Pompano Beach, FL. They manage $7,907,000 in 86 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts86ACCOUNTS
Average Account Value$91,942
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Thomas Davies (CRD# 4331298) is an Investment Advisor Representative working at Davies Wealth Management LLC in Sunrise, FL and has over 10 years of experience in the finance industry.