Areas of Practice
Investment ManagementAlternative InvestmentsHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$72K average
Assets Under Management
$72K

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

330 West Spring Street, Suite 210, Columbus, OH, 43215

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Davis-Ross Investment Advisers, LLC
April 2002 - Present · 23 yrs 10 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.