Davinci Wealth Management, Inc.
Davinci Wealth Management, Inc. (CRD# 327780) is a financial advisory firm headquartered in Valencia, CA. They serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Davinci Wealth Management, Inc.
1
Lindahl Lucas (CRD# 4815132) is an Investment Advisor Representative working at Davinci Wealth Management, Inc. in Valencia, CA and has over 18 years of experience in the finance industry.
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