Daviman Financial, LLC

Daviman Financial, LLC (CRD# 285030) is a financial advisory firm headquartered in Fishers, IN. They manage $103,572,836 in 495 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
11650 Olio Rd., Suite 1000-286, Fishers, IN 46037
https://www.linkedin.com/company/daviman-financial-llc
By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    495
    ACCOUNTS
  • Average Account Value
    $209,238
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN

Financial Advisors at Daviman Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brendan Crews, financial advisor Noblesville IN
Brendan M. Crews
CRD#: 5960522
Noblesville, IN

Brendan Crews (CRD# 5960522) is an Investment Advisor Representative working at Daviman Financial, LLC in Noblesville, IN and has over 12 years of experience in the finance industry.

2
Rone Davis, financial advisor Noblesville IN
Rone J. Davis
CRD#: 4525361
Noblesville, IN

Rone Davis (CRD# 4525361) is an Investment Advisor Representative working at Daviman Financial, LLC in Noblesville, IN and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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