Davies Financial Advisors, Inc.
Davies Financial Advisors, Inc. (CRD# 139764) is a financial advisory firm headquartered in Murrieta, CA. They manage $165,308,484 in 480 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management165MILLION
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Total Number of Accounts480ACCOUNTS
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Average Account Value$344,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, ID, NV, OR, TX, WA
Andrew Davies (CRD# 3275556) is an Investment Advisor Representative working at Davies Financial Advisors, Inc. in Murrieta, CA and has over 24 years of experience in the finance industry.
Brett Griffin (CRD# 3198727) is an Investment Advisor Representative working at Davies Financial Advisors, Inc. in Murrieta, CA and has over 23 years of experience in the finance industry.
Justin Simmons (CRD# 5213817) is an Investment Advisor Representative working at Davies Financial Advisors, Inc. in Murrieta, CA and has over 16 years of experience in the finance industry.
Lyndsay Davies (CRD# 6858931) is an Investment Advisor Representative working at Davies Financial Advisors, Inc. in Murrieta, CA and has 1 year of experience in the finance industry.