Davis Financial Management

Finance · Kansas, United States · 1-10 Employees

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Overview

Headquarters

4901 W 136th St, Leawood, Kansas, 66224,...

Phone Number

(913) 890-7279

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1

About Davis Financial Management

Davis Financial Management, Inc. (DFM) is dedicated to building personal relationships with clients to provide tailored financial advice aligned with their goals. The firm offers fee-only comprehensive financial planning, investment advisory, and consulting services to both individuals and businesses, ensuring no conflicts of interest in their recommendations. DFM is committed to exemplary customer service and delivering timely, understandable advice that empowers clients in their financial decision-making. Recognized as a trusted partner, DFM serves clients throughout various stages of their financial lifecycle.Explore more
Popular SearchesDavis Financial Management IncDavis Financial Management LLCFinancial Management LLCDavis Financial ManagementSIC Code 62,628NAICS Code 52,523Show more

Davis Financial Management Org Chart

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Matthew Davis, Founder & President at Davis Financial Management
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Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Davis Financial Managemen...

<$5M
1-10
Private
-
2007
Matthew Davis, Founder & President at Davis Financial Management
Matthew DavisFounder & President
$6.7M
1-10
Private
-
1988
Alan Cutler, Chief Executive Officer & Chief Information Officer at First Financial Advisors
Alan CutlerCEO & Chief Information Officer
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2009
RW
Robert WasselManaging Partner and Chief Investment Officer
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2010
WM
Walter MegonigalVice President, Wealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

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Activity Insights

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

What does this means?

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

Davis Financial Management Tech Stack

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Frequently Asked Questions Regarding Davis Financial Management

What is Davis Financial Management's official website?
Davis Financial Management's official website is www.davisfinancialmanagement.com
What is Davis Financial Management's Revenue?
Davis Financial Management's revenue is <$5 Million
What is Davis Financial Management's SIC code?
Davis Financial Management's SIC: 62,628
What is Davis Financial Management's NAICS code?
Davis Financial Management's NAICS: 52,523
How many employees does Davis Financial Management have?
Davis Financial Management has 1-10 employees
What industry does Davis Financial Management belong to?
Davis Financial Management is in the industry of: Finance, Securities Trading
What is Davis Financial Management competition?
Davis Financial Management top competitors include: Sierra Pacific Financial Advisors, Core Wealth Management, First Financial Advisors, Trinity Wealth Management
What technology does Davis Financial Management use?
Some of the popular technologies that Davis Financial Management uses are: Redtail CRM
How do I contact Davis Financial Management?
Davis Financial Management contact info: Phone number: (913) 890-7279 Website: www.davisfinancialmanagement.com
What does Davis Financial Management do?

Davis Financial Management, Inc. (DFM) is dedicated to building personal relationships with clients to provide tailored financial advice aligned with their goals. The firm offers fee-only comprehensive financial planning, investment advisory, and consulting services to both individuals and businesses, ensuring no conflicts of interest in their reco... mmendations. DFM is committed to exemplary customer service and delivering timely, understandable advice that empowers clients in their financial decision-making. Recognized as a trusted partner, DFM serves clients throughout various stages of their financial lifecycle.Read More

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

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