Clinton Davis Financial Services

Finance · California, United States · 51-200 Employees

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Overview

Headquarters

305 Soquel Ave Ste B, Santa Cruz, Califo...

Phone Number

(831) 426-8888

Revenue

$17.5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Clinton Davis Financial Services

Clinton Davis Financial Services, Inc. specializes in providing personalized financial services, including retirement planning, investment strategies, estate planning, and insurance solutions. The company focuses on building client relationships based on trust and professional advice, aiming to help clients navigate today's economic challenges and opportunities. Their target clients include individuals seeking to build wealth, protect their families, and preserve their assets. With a team of experienced professionals, they are dedicated to addressing clients' financial needs and long-term goals.Explore more
Popular SearchesClinton Davis Financial Services IncClinton E Davis CLU RhuClinton E Davis CLU Rhu ChfcDavis Clinton e Clu Rhu CHFCcdavisfinancial.comSIC Code 62,628NAICS Code 52,523Show more

Clinton Davis Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clinton Davis Financial S...

$17.5M
51-200
Private
-
2002
$121.2M
201-500
Private
-
1980
NP
Nathan PerlmutterPresident, CEO
$8.7M
11-50
Private
-
2005
JG
Javier GarciaFinancial Advisor
$7.7M
11-50
Private
-
1990
CH
Connie HiggsInsurance Broker and Health Plan Administrator
$7.6M
51-200
Private
<$5M
2006
IY
Isaac YoungFinancial Representative
<$5M
11-50
Private
-
2016
<$5M
51-200
Private
-
2012
Joe Pender, President & Chief Executive Officer at Alliance Financial Group
Joe PenderPresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Clinton Davis Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Clinton Davis Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Clinton Davis Financial Services.

Clinton Davis Financial Services Tech Stack

A closer look at the technologies used by Clinton Davis Financial Services

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Frequently Asked Questions Regarding Clinton Davis Financial Services

What is Clinton Davis Financial Services's official website?
Clinton Davis Financial Services's official website is www.cdavisfinancial.com
What is Clinton Davis Financial Services's Revenue?
Clinton Davis Financial Services's revenue is $17.5 Million
What is Clinton Davis Financial Services's SIC code?
Clinton Davis Financial Services's SIC: 62,628
What is Clinton Davis Financial Services's NAICS code?
Clinton Davis Financial Services's NAICS: 52,523
How many employees does Clinton Davis Financial Services have?
Clinton Davis Financial Services has 51-200 employees
What industry does Clinton Davis Financial Services belong to?
Clinton Davis Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Clinton Davis Financial Services competition?
Clinton Davis Financial Services top competitors include: The Allen Financial Group, MillCreek Financial Consultants, Alliance Financial Group, Forest Hills Financial Group NY
What technology does Clinton Davis Financial Services use?
Some of the popular technologies that Clinton Davis Financial Services uses are: Cloudflare Website Optimization, Google Universal Analytics, Cloudflare CDN, Google Font API
How do I contact Clinton Davis Financial Services?
Clinton Davis Financial Services contact info: Phone number: (831) 426-8888 Website: www.cdavisfinancial.com
What does Clinton Davis Financial Services do?

Clinton Davis Financial Services, Inc. specializes in providing personalized financial services, including retirement planning, investment strategies, estate planning, and insurance solutions. The company focuses on building client relationships based on trust and professional advice, aiming to help clients navigate today's economic challenges and... opportunities. Their target clients include individuals seeking to build wealth, protect their families, and preserve their assets. With a team of experienced professionals, they are dedicated to addressing clients' financial needs and long-term goals.Read More

Is Clinton Davis Financial Services a public company?
Clinton Davis Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Clinton Davis Financial Services

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