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DAVIS PRIVATE WEALTH, LLC

Tel: (561) 284-8999
9100 Belvedere Road
Suite 209
Royal Palm Beach, Florida  33411

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DAVIS PRIVATE WEALTH, LLC

DAVIS PRIVATE WEALTH, LLC is a Royal Palm Beach, Florida based financial advisory firm with nearly $123,300,000 in assets under management and provides investment advisory services for 643 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

285952

SEC#:

801-122268

No. of Clients:

643

Assets under Management

$123,300,000

No. of Advisors:

4

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