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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 23, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIS, DEBORAH, ELRIE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, DEBORAH, ELRIE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, DEBORAH, ELRIE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, DEBORAH, ELRIE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, DEBORAH, ELRIE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, DEBORAH, ELRIE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, DEBORAH, ELRIE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, DEBORAH, ELRIE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 23, 2012 REGISTERED
Notice Filings (1)
MA
Address
29 WEST ROADORLEANS, MA 02653-0388
United States
Phone: 508-255-9800