O'bannon & Davis Inc.

O'bannon & Davis Inc. (CRD# 134005) is a financial advisory firm headquartered in Williamsville, NY. They manage $59,661,069 in 454 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6265 Sheridan Drive, Suite 118, Williamsville, NY 14221
https://www.obdw.com
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    454
    ACCOUNTS
  • Average Account Value
    $131,412
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

NY

Financial Advisors at O'bannon & Davis Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Wesley Austin, financial advisor Williamsville NY
Wesley Austin
CRD#: 7193024
6265 Sheridan Drive, Suite 118, Williamsville, NY 14221

Wesley Austin (CRD# 7193024) is an Investment Advisor Representative working at O'bannon & Davis Inc. in Williamsville, NY and has over 4 years of experience in the finance industry.

2
William Davis, financial advisor Williamsville NY
William R. Davis
CRD#: 2188721
6265 Sheridan Drive, Suite 118, Williamsville, NY 14221

William Davis (CRD# 2188721) is an Investment Advisor Representative working at O'bannon & Davis Inc. in Williamsville, NY and has over 32 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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