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David James Financial
David James Financial was established in 2020 as a US-based wealth manager. It offers investment management, financial planning, and portfolio management...
Overview
David James Financial was established in 2020 as a US-based wealth manager. It offers investment management, financial planning, and portfolio management services. Clients include individuals, high-net-worth families, corporations, and business entities. Geographic focus remains within the United States. No additional offices or team size data are available. No dated operational events from the last 24 months appear in public records. The firm functions as a standard wealth manager without disclosed hybrid structures or external co-investor vehicles.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
Location
Region
North America
Country
United States
City
North Liberty
Corporate office
North Liberty, United States
Frequently asked questions
Who runs investment decisions at David James Financial?
No named principals or CIO are disclosed in available records.
What asset classes does David James Financial deploy into?
Public records list only general investment management without named asset classes or holdings.
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