DAVIES FINANCIAL ADVISORS, INC. of MURRIETA, CA is an SEC-registered investment adviser (CRD 139764). Regulatory assets under management: $123.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Andrew James Davies | PRESIDENT AND CCO | — |
| Shaunie Lee Davies | SHAREHOLDER | — |
| DAVIES JEROME JAMES | PRESIDENT AND CCO | — |
| DAVIES SHAUNIE LEE | SHAREHOLDER | — |