Davis Financial Management, Inc.

Davis Financial Management, Inc. (CRD# 143410) is a financial advisory firm headquartered in Leawood, KS. They manage $109,806,000 in 200 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4901 W. 136th Street, Leawood, KS 66224
https://www.davisfinancialmanagement.com
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $549,030
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, TX

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

Matthew Davis (CRD# 4638226) is an Investment Advisor Representative working at Davis Financial Management, Inc. in Leawood, KS 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals