Davis Planning Associates
Finance · District of Columbia, United States · 1-10 Employees
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Overview
Headquarters
7059 Blair Rd NW Ste 204, Washington, Di...Phone Number
(202) 429-9393Website
www.livingcapital.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
1
1
1
1
1
1
About Davis Planning Associates
Davis Planning Associates, Inc., operating as The Living Capital Group, is a comprehensive financial services firm established in 1984, dedicated to enhancing clients' long-term financial success. They offer a wide range of services including fee-based financial planning, employee benefits, investment, and insurance brokerage. The firm prides itself on delivering personalized service and expertise, catering to individuals, corporations, and non-profit entities. Their team consists of experienced professionals committed to integrity and continuous education in the financial services industry.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Davis Planning Associates
<$5M
1-10
Private
<$5M
1968
N/A
Company Profile Activity
Activity Insights
Davis Planning Associates is experiencing very low activity levels compared to other companies in the Finance sector.
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Davis Planning Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Davis Planning Associates.
Davis Planning Associates financials insights
Gather financial insights about Davis Planning Associates, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Debt
$59K
Davis Planning Associates Tech Stack
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Davis Planning Associates, Inc., operating as The Living Capital Group, is a comprehensive financial services firm established in 1984, dedicated to enhancing clients' long-term financial success. They offer a wide range of services including fee-based financial planning, employee benefits, investment, and insurance brokerage. The firm prides itsel... Read More
