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Davies Financial Advisors, Inc.

Headquartered in MURRIETA, CA

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Firm Information

Davies Financial Advisors, Inc., headquartered in Murrieta, CA, is an investment advisor with over $165 million in regulatory assets under management. The firm offers a variety of advisory services including financial planning, pension consulting, and portfolio management for individuals and corporations. Davies Financial Advisors serves a diverse clientele including high-net-worth individuals, corporations, and charitable organizations.

Davies Financial Advisors, Inc.

25109 JEFFERSON AVE

MURRIETA, CA 92562

$165.31M

Assets Under Management

12

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

DAVIES FINANCIAL ADVISORS, INC. has a total of 1 branch locations across the country.
location

MURRIETA, CA

Advisors at Davies Financial Advisors, Inc.

View All 5 Advisors
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Justin Simmons

CFP®, RA

MURRIETA, CA

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Brett T Griffin

CFP®, RA

MURRIETA, CA

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Glori Anne Crumpley

RA

MURRIETA, CA

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Lyndsay Davies

RA

MURRIETA, CA

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Andrew James Davies

RA

MURRIETA, CA

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Disclosures

There are no public disclosures for Davies Financial Advisors, Inc..

Frequently Asked Questions (9)

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