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Davies Financial Advisors, Inc.

● SEC registered since 2022CRD 139764SEC# 801-126564Murrieta, CA
Export (members)
Reg. AUM
$288.2M
Employees
11
Accounts
303
Location
Murrieta, CA

Davies Financial Advisors, Inc. assets under management

Davies Financial Advisors, Inc. is an SEC-registered investment adviser based in Murrieta, CA. The firm has been registered since 2022. It reports $288.2 million in regulatory assets under management and employs 11 people.
www.ajdavies.netView on SEC.gov ↗

Davies Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Andrew James Davies ControlPresident And Cco50-75%2004
Shaunie Lee Davies ControlShareholder50-75%2004

Frequently asked questions

How much does Davies Financial Advisors, Inc. manage?

Davies Financial Advisors, Inc. reports $288.2 million in regulatory assets under management on its Form ADV.

How many employees does Davies Financial Advisors, Inc. have?

Davies Financial Advisors, Inc. reports 11 employees.

Where is Davies Financial Advisors, Inc. located?

Davies Financial Advisors, Inc. is based in Murrieta, CA and has been SEC-registered since 2022.

Does Davies Financial Advisors, Inc. disclose fund performance?

Davies Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address25109 Jefferson Ave, Suite 205, Murrieta, CA 92562
Phone951-677-3960
Fax951-696-6716
Office hours9:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$288.2M
Non-discretionary$0
Total (RAUM)$288.2M