Davis Investment Group

Davis Investment Group (CRD# 156678) is a financial advisory firm headquartered in Vallejo, CA. They manage $11,200,000 in 144 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $77,778
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

CA

Financial Advisors at Davis Investment Group
Showing 1 - 1 of 1 top financial advisors.
1
Robert W. Davis
CRD#: 1457362
714 Marin St., Suite C, Vallejo, CA 94590
93
Wealthminder
score

Robert Davis (CRD# 1457362) is an Investment Advisor Representative working at Davis Investment Group in Vallejo, CA and has over 20 years of experience in the finance industry.

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