Davis Financial Management, Inc.

Davis Financial Management, Inc. (CRD# 143410) is a financial advisory firm headquartered in Leawood, KS. They manage $38,400,000 in 200 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $192,000
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, LA, TX

Financial Advisors at Davis Financial Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Matthew W. Davis
CRD#: 4638226
4901 W 136th Street, Leawood, KS 66224
93
Wealthminder
score

Matthew Davis (CRD# 4638226) is an Investment Advisor Representative working at Davis Financial Management, Inc. in Leawood, KS and has over 13 years of experience in the finance industry.

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