Day & Ennis, LLC

Day & Ennis, LLC (CRD# 125549) is a financial advisory firm headquartered in Macon, GA. They manage $209,900,753 in 653 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

125 Plantation Centre Drive South, Bldg 400 B, Macon, GA 31210

http://www.dayandennis.com

By the Numbers

Total Assets Under Management

210

MILLION
Total Number of Accounts

653

ACCOUNTS
Average Account Value

$321,441

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

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.

Financial Advisors at Day & Ennis, LLC

Showing 1 - 4 of 4 top financial advisors.

Matthew E. Heller

CRD#: 5050933

125 Plantation Centre Drive South, Bldg 400 B, Macon, GA 31210

Wealthminder

score

Matthew Heller (CRD# 5050933) is an Investment Advisor Representative working at Day & Ennis, LLC in Macon, GA and has over 12 years of experience in the finance industry. Matthew Heller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

John R. Day

CRD#: 3063323

125 Plantation Centre Drive South, Building 400b, Macon, GA 31210

Wealthminder

score

John Day (CRD# 3063323) is an Investment Advisor Representative working at Day & Ennis, LLC in Macon, GA and has over 20 years of experience in the finance industry.

William W. Ennis

CRD#: 4771832

125 Plantation Centre Drive, S, Building 400b, Macon, GA 31210

Wealthminder

score

William Ennis (CRD# 4771832) is an Investment Advisor Representative working at Day & Ennis, LLC in Macon, GA and has over 14 years of experience in the finance industry.

Stephanie G. Davidson

CRD#: 6139985

125 Plantation Centre Drive, South, Building 400-b, Macon, GA 31210

Wealthminder

score

Stephanie Davidson (CRD# 6139985) is an Investment Advisor Representative working at Day & Ennis, LLC in Macon, GA and has 1 year of experience in the finance industry. Stephanie Davidson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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