Investment adviser · CRD 138707

DAVIS FINANCIAL SERVICES, LLC

Investment adviser filing (IA)

ORLEANS, MA, United States · Form ADV filed Apr 23, 2012

Regulatory AUM
$44.7M
Form ADV · Item 5.F
Client accounts
103
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 23, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

29 WEST ROAD
ORLEANS, MA, 02653-0388, United States

CRD 138707

Filing source

Form ADV 642312 · Apr 23, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.