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Davies Financial Advisors, INC.

EST. AUM
$123,078,109

CONTACTS
5

CLIENT ACCOUNTS
173

Firm Details

Metro area San Diego
CRD Number 139764
Website ajdavies.net
Client types

Overview

The company partners with clients to achieve their most important financial and professional goals. They assist in clarifying clients' ideal futures and guide them toward these aspirations. The team offers a clear path to meeting personal and financial objectives by identifying key opportunities, uncovering potential risks, and leveraging enduring strengths. They focus on clients' progress to build the confidence necessary for pursuing larger future goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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