Davis Financial Management, Inc.
Davis Financial Management, Inc. (CRD# 143410) is a financial advisory firm headquartered in Leawood, KS. They manage $42,400,000 in 149 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management42MILLION
Total Number of Accounts149ACCOUNTS
Average Account Value$284,564
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
KS, LA, TX
Matthew Davis (CRD# 4638226) is an Investment Advisor Representative working at Davis Financial Management, Inc. in Leawood, KS and has over 15 years of experience in the finance industry.