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DAVIMAN FINANCIAL, LLC
CRD 285030 · SEC 801-130177
CA, United States
Phone
317-207-0175
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$233.9M
Discretionary AUM
$228.9M
Team
6 total employees; 3 advisory reps; 42 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 151 | $40.0M |
| High net worth individuals | 39 | $121.8M |
| Pension/profit sharing plans | 66 | $71.2M |
States served
CA, IN, NV, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD