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Davies Financial Advisors
DAVIES FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in Murrieta, CA, registered since 2022. The firm manages approximately $123 million in...
Davies Financial Advisors
DAVIES FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in Murrieta, CA, registered since 2022. The firm manages approximately $123 million in assets. It has 10 employees and 6 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Murrieta
Corporate office
New York, NY, United States
Principals
James Davies
President
Sector focus
Frequently asked questions
What is Davies Financial Advisors?
Davies Financial Advisors is a asset manager headquartered in Murrieta, United States.
Where is Davies Financial Advisors headquartered?
Davies Financial Advisors is headquartered in Murrieta, United States, in the North America region.
What does Altss track for Davies Financial Advisors?
Altss maintains an OSINT-verified profile of Davies Financial Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Davies Financial Advisors's website?
Davies Financial Advisors's public website is daviesfinancialadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Davies Financial Advisors?
Davies Financial Advisors is classified by Altss as a Asset Manager, operating from United States within the North America region.
How does Altss source intelligence on Davies Financial Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Davies Financial Advisors's Altss profile last updated?
Davies Financial Advisors's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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