Assets Under Management
$288.2M
Number of Clients
301
Number of Advisors
3
Average Client AUM
$957K
AUM per Advisor
$96.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Davies Financial Advisors provides financial planning and asset management services. They offer individual financial planning, discretionary investment management, and access to Commonwealth programs like PPS Custom and PPS Select. The firm focuses on understanding client needs and developing appropriate asset allocation strategies.
25109 Jefferson Ave, Suite 205, Murrieta, CA, 92562