Davis Investment Group, Ltd.

Davis Investment Group, Ltd. (CRD# 124688) is a financial advisory firm headquartered in , . They manage $30,611,104 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $1,330,918
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID

Financial Advisors at Davis Investment Group, Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
Lauren Davis, financial advisor Hailey ID
Lauren S. Davis
CRD#: 2190725
Hailey, ID

Lauren Davis (CRD# 2190725) is an Investment Advisor Representative working at Davis Investment Group, Ltd. in Hailey, ID and has over 31 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.

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