DAVIS MICHAEL KIM
CRD #107215 SEC #801-48864 MARION, MA 508-748-0709
SEC Registered
Total AUM
$101.5M
Discretionary
$101.5M
Employees
1
Clients
26
Accounts
123
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2014 | $118.8M | $118.8M | $0 | 1 | 26 |
| Apr 2013 | $101.5M | $101.5M | $0 | 1 | 26 |
| Mar 2012 | $92.8M | $92.3M | $544K | 1 | 26 |
| Mar 2011 | $89.2M | $89.2M | $0 | 5 | -- |
| Jan 2008 | $97.5M | $97.5M | $0 | 5 | -- |
| Mar 2006 | $84.8M | $84.8M | $0 | 5 | -- |
| Jan 2005 | $69.5M | $69.5M | $0 | 5 | -- |
DateApr 2014
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees1
Clients26
DateApr 2013
Total AUM$101.5M
Discretionary$101.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$92.8M
Discretionary$92.3M
Non-Disc.$544K
Employees1
Clients26
DateMar 2011
Total AUM$89.2M
Discretionary$89.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$97.5M
Discretionary$97.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$69.5M
Discretionary$69.5M
Non-Disc.$0
Employees5
Clients--