Davlin Fund Advisors

Davlin Fund Advisors (CRD# 146113) is a financial advisory firm headquartered in , . They manage $10,535,699 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $10,535,699
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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.

MA

Financial Advisors at Davlin Fund Advisors
Showing 1 - 1 of 1 top financial advisors.
1
William E. Davlin
CRD#: 5474250
Wayland, MA
93
Wealthminder
score

William Davlin (CRD# 5474250) is an Investment Advisor Representative working at Davlin Fund Advisors in Wayland, MA and has over 9 years of experience in the finance industry.

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