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DAVINCI FINANCIAL DESIGNS

Tel: 803-741-0134
5301 N. Trenholm Road
Suite A
Columbia, South Carolina  29206

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DAVINCI FINANCIAL DESIGNS

DAVINCI FINANCIAL DESIGNS is a Columbia, South Carolina based financial advisory firm with nearly $246,898,164 in assets under management and provides investment advisory services for 1751 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

163362

SEC#:

801-80733

No. of Clients:

1751

Assets under Management

$246,898,164

No. of Advisors:

9

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