Investment adviser · CRD 107215

DAVIS MICHAEL KIM

Investment adviser filing (IA)

MARION, MA, United States · Form ADV filed Apr 1, 2014

Regulatory AUM
$119M
Form ADV · Item 5.F
Client accounts
126
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

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 1, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

9 COTTAGE STREET
MARION, MA, 02738, United States

CRD 107215

Filing source

Form ADV 807325 · Apr 1, 2014 · 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.