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Mark Walker Davidson

Borthwick Associates, Inc.

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About Mark Walker Davidson

Mark Walker Davidson is a registered Investment Advisor Representative with Borthwick Associates, Inc. Mark is licensed in Illinois. Mark has been in the financial services industry for 28 years. Mark's firm provides portfolio management for individuals and has approximately $68,104,073 in assets under management.

Firm Information

Mark Davidson is currently registered with Borthwick Associates, Inc.. Borthwick Associates, Inc. is a terminated corporation formed in 1981. The firm provided portfolio management services to high-net-worth individuals, managing approximately $68,104,073 in assets for 70 clients.

$68.10M

Assets Under Management

Not reported

Total Clients

4

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Mark Davidson’s Registration & Firm History

IL

06/29/2012 - Present

Borthwick Associates, Inc. (BURR RIDGE IL)

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Licenses & Designations

IA

Issued 06/28/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Walker Davidson.
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