Skip to content
DF
Asset ManagerRIA · CRD 139764SEC-Registered

Updated:

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...

Overview

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

Real EstatePrivate Credit

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Asset Manager profiles