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
By the Numbers
-
Total Assets Under Management60MILLION
-
Total Number of Accounts454ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at O'bannon & Davis Inc.
1
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 (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.
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