DAVIS FINANCIAL PLANNING, LLC
Legal name: DAVIS FINANCIAL PLANNING
CRD #154186 SEC #801-123715 ASHEVILLE, NC 828-398-5050
SEC Registered
Total AUM
$101.4M
Discretionary
$0
Employees
6
Clients
11
Accounts
665
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $101.4M | $0 | $101.4M | 6 | 14 |
| Mar 2022 | $105M | $0 | $105M | 7 | 2 |
DateMar 2023
Total AUM$101.4M
Discretionary$0
Non-Disc.$101.4M
Employees6
Clients14
DateMar 2022
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees7
Clients2