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DAVIS INVESTMENT PARTNERS, LLC
Tel: (704) 741-4200
4521 Sharon Road Suite 375
Charlotte, North Carolina 28211
DAVIS INVESTMENT PARTNERS, LLC
DAVIS INVESTMENT PARTNERS, LLC is a Charlotte, North Carolina based financial advisory firm with nearly $359,199,809 in assets under management and provides investment advisory services for 473 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, Fixed fees
Firm CRD#:
318783
SEC#:
801-123320
No. of Clients:
473
Assets under Management
$359,199,809
No. of Advisors:
4
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