DAVINCI FINANCIAL DESIGNS LLC

DAVINCI FINANCIAL DESIGNS LLC of COLUMBIA, SC is an SEC-registered investment adviser (CRD 163362). Regulatory assets under management: $222.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Corporations.

Officers, owners & control persons (3)

NameRoleLocation
James Stuart AgostiniMANAGER AND CHIEF COMPLIANCE OFFICER; OWNER
AGOSTINI JAMES STUARTMANAGER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; OWNER
ZOLLER JEB STUARTEXECUTIVE OFFICER; MANAGING MEMBER; OWNER

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