Davies Financial Advisors, Inc.
Davies Financial Advisors, Inc. is an SEC-registered mass-market adviser in Murrieta, CA with $123.1M assets under management (AUM, regulatory AUM), -57% over one year. See who owns Davies Financial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 139764, SEC 801-126564, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $123.1M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Murrieta, CA
- Employees
- 10
- Clients
- 171
- CRD
- 139764
- Ownership
- DAVIES, SHAUNIE, LEE; DAVIES, ANDREW, JAMES
How much AUM does Davies Financial Advisors, Inc. have?
Davies Financial Advisors, Inc. reported $123.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Davies Financial Advisors, Inc.?
Disclosed owners and executives of Davies Financial Advisors, Inc. include DAVIES, SHAUNIE, LEE, DAVIES, ANDREW, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.