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DAVIES FINANCIAL ADVISORS, INC.
CRD 139764 · SEC 801-126564
25109 JEFFERSON AVE, SUITE 205, MURRIETA, CA, 92562, United States
Phone
951-677-3960
Fax
951-696-6716
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$123.1M
Discretionary AUM
$123.1M
Team
10 total employees; 6 advisory reps; 9 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersGENERAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $25.3M |
| High net worth individuals | 21 | $64.6M |
| Corporations/business entities | 46 | $31.5M |
States served
AZ, CA, ID, NE, NV, OR, TN, WA, TX
All web addresses on file
Official SEC filing: View on IAPD