PPrivate Fund Data Log in Join · $37/mo

Richard Lloyd Davey

Managing MemberFiduciary Financial Group, LLCCRD 6009302

About Richard Lloyd Davey

Richard Lloyd Davey is listed as Managing Member at Fiduciary Financial Group, LLC in San Rafael, CA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Fiduciary Financial Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Richard Lloyd Davey work?

Richard Lloyd Davey is listed as Managing Member at Fiduciary Financial Group, LLC on SEC Form ADV.

How much of Fiduciary Financial Group, LLC does Richard Lloyd Davey own?

Form ADV reports a beneficial ownership band of 25-50%.

Fiduciary Financial Group, LLC

TitleManaging Member
Ownership25-50%
Control personYes
Since2016