DAVIS FINANCIAL SERVICES, LLC

DAVIS FINANCIAL SERVICES, LLC of ORLEANS, MA is an SEC-registered investment adviser (CRD 138707). Regulatory assets under management: $44.7M.

Registration

• CRD: 138707
• SEC file number: 801-67997
• Type: Registered investment adviser
• Location: 29 WEST ROAD, ORLEANS, MA, 02653-0388
• Phone: 508-255-9800
• Latest filing: 2012-04-23
• Regulatory AUM: $44.7M
• Discretionary AUM: $44.7M
• Clients: 1
• Accounts: 103

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 138707 on SEC IAPD (source of record)
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