O'bannon & Davis Inc.
O'bannon & Davis Inc. (CRD# 134005) is a financial advisory firm headquartered in Amherst, NY. They manage $16,878,617 in 367 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts367ACCOUNTS
Average Account Value$45,991
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters