DAVIES FINANCIAL ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$123,078,109
Discretionary
$123,078,109
Non-discretionary
$0
Firm details
- CRD number
- 139764
- SEC file number
- 801-126564
- Main office
- MURRIETA, CA, United States
- Employees
- 10
- SEC status
- Approved
- Website
- HTTP://WWW.AJDAVIES.NET
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.