Davis & Seiley Wealth Management, Inc.
Davis & Seiley Wealth Management, Inc. (CRD# 155348) is a financial advisory firm headquartered in La Mesa, CA. They manage $189,400,913 in 713 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Davis & Seiley Wealth Management, Inc.
By the Numbers
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Total Assets Under Management189MILLION
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Total Number of Accounts713ACCOUNTS
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Average Account Value$265,639
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, ID, LA, TX, UT
Financial Advisors at Davis & Seiley Wealth Management, Inc.
No Advisor Found.
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