DAVIS FINANCIAL SERVICES, LLC
CRD #138707 SEC #801-67997 ORLEANS, MA 508-255-9800
SEC Registered
Total AUM
$44.7M
Discretionary
$44.7M
Employees
1
Clients
1
Accounts
103
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $44.7M | $44.7M | $0 | 1 | 103 |
| Mar 2012 | $44.7M | $44.7M | $0 | 1 | 103 |
| Mar 2012 | $44.7M | $44.7M | $0 | 1 | 103 |
| Mar 2011 | $46.4M | $46.4M | $0 | 5 | -- |
| May 2010 | $44.7M | $44.7M | $0 | 5 | -- |
| Mar 2008 | $32.2M | $32.2M | $0 | 5 | -- |
| May 2007 | $31.5M | $31.5M | $0 | 5 | -- |
| May 2007 | $31.5M | $31.5M | $0 | 5 | -- |
DateApr 2012
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees1
Clients103
DateMar 2012
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees1
Clients103
DateMar 2012
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees1
Clients103
DateMar 2011
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$32.2M
Discretionary$32.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$31.5M
Discretionary$31.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$31.5M
Discretionary$31.5M
Non-Disc.$0
Employees5
Clients--