Davos Financial Advisors, LLC

Davos Financial Advisors, LLC (CRD# 127356) is a financial advisory firm headquartered in Coconut Grove, FL. They manage $5,000,000 in 14 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $357,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.

FL, NY

Financial Advisors at Davos Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andres G. Coles
CRD#: 2605473
405 Park Avenue, 17th Floor, New York, NY 10022
93
Wealthminder
score

Andres Coles (CRD# 2605473) is an Investment Advisor Representative working at Davos Financial Advisors, LLC in New York, NY and has over 8 years of experience in the finance industry.

2
Adam Stramwasser
CRD#: 5846748
2665 S. Bayshore Dr., Coconut Grove, FL 33133
93
Wealthminder
score

Adam Stramwasser (CRD# 5846748) is an Investment Advisor Representative working at Davos Financial Advisors, LLC in Coconut Grove, FL and has over 6 years of experience in the finance industry.

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