DAVIES FINANCIAL ADVISORS, INC.
CRD #139764 SEC #801-126564 MURRIETA, CA 951-677-3960
SEC Registered
Total AUM
$288.2M
Discretionary
$288.2M
Employees
11
Clients
51
Accounts
303
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $288.2M | $288.2M | $0 | 11 | 9 |
| Sep 2024 | $165.3M | $165.3M | $0 | 8 | 12 |
| May 2024 | $165.3M | $165.3M | $0 | 8 | 12 |
| Mar 2024 | $165.3M | $165.3M | $0 | 8 | 12 |
| Jan 2024 | $118.5M | $118.5M | $0 | 7 | 8 |
| Jan 2024 | $118.5M | $118.5M | $0 | 7 | 8 |
| Jul 2023 | $118.5M | $118.5M | $0 | 7 | 8 |
| Apr 2023 | $118.5M | $118.5M | $0 | 7 | 8 |
| Mar 2023 | $118.5M | $118.5M | $0 | 7 | 8 |
| Aug 2022 | $110.3M | $110.3M | $0 | 7 | 41 |
DateMar 2025
Total AUM$288.2M
Discretionary$288.2M
Non-Disc.$0
Employees11
Clients9
DateSep 2024
Total AUM$165.3M
Discretionary$165.3M
Non-Disc.$0
Employees8
Clients12
DateMay 2024
Total AUM$165.3M
Discretionary$165.3M
Non-Disc.$0
Employees8
Clients12
DateMar 2024
Total AUM$165.3M
Discretionary$165.3M
Non-Disc.$0
Employees8
Clients12
DateJan 2024
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees7
Clients8
DateJan 2024
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees7
Clients8
DateJul 2023
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees7
Clients8
DateApr 2023
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees7
Clients8
DateMar 2023
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees7
Clients8
DateAug 2022
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees7
Clients41