R. M. Davis

Finance · Maine, United States · 51-200 Employees

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Overview

Headquarters

24 City Ctr Ste 400, Portland, Maine, 04...

Phone Number

(207) 774-0022

Revenue

$12.1 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
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May
ZI Rank
3
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2

About R. M. Davis

R.M. Davis is an independent wealth and investment management firm that has been serving clients since 1978. They offer personalized financial solutions, including investment management, estate and tax strategies, retirement planning, and more, tailored to meet the unique needs and aspirations of their clients. The firm prides itself on building deep connections and providing exceptional client service through a relationship-driven approach. Their team consists of experienced professionals, including investment managers, financial planners, and legal experts, dedicated to ensuring clients feel confident about their financial future.Explore more
R. M. Davis's Social MediaPopular SearchesR M Davis IncDavis IncR M DavisDavis R M IncR & m Davis LLCSIC Code 62,628NAICS Code 52,523Show more

R. M. Davis Org Chart

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WL
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Chief Financial Officer

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Scot Draeger, President at R. M. Davis
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President

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DM
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Managing Director

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VD
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Vice President - Securities Analyst

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TA
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Vice President, Portfolio Manager

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RD
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Vice President & Portfolio Manager

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MW
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Vice President, Portfolio Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

R. M. Davis

$12.1M
51-200
Private
<$5M
1978
WL
Wendy LaidlawChief Financial Officer
$25M
51-200
Private
-
1838
$19.6M
11-50
Private
-
2017
AL
Antonia LipovacClient Service Manager
$5.4M
11-50
Private
-
1988
<$5M
11-50
Private
-
2015
NA
Natalie AddessiDirector, Client Relations
<$5M
11-50
Private
-
2007
GC
George ClimerChief Marketing Officer & Client Advisor
<$5M
11-50
Private
-
1998
JM
Jaye MuellerTeam Member
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

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

What does this means?

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

R. M. Davis financials insights

Gather financial insights about R. M. Davis, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$1M

See All R. M. Davis's Financials Insights

R. M. Davis Tech Stack

A closer look at the technologies used by R. M. Davis

Most Recent Scoops

Open Position
Open Position
Open Position
Hiring Plans
R. M. Davis is hiring in Finance for the first time in 12 months.
Hiring Plans
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Executive Move
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Frequently Asked Questions Regarding R. M. Davis

What is R. M. Davis's official website?
R. M. Davis's official website is www.rmdavis.com
What is R. M. Davis's Revenue?
R. M. Davis's revenue is $12.1 Million
What is R. M. Davis's SIC code?
R. M. Davis's SIC: 62,628
What is R. M. Davis's NAICS code?
R. M. Davis's NAICS: 52,523
How many employees does R. M. Davis have?
R. M. Davis has 51-200 employees
What industry does R. M. Davis belong to?
R. M. Davis is in the industry of: Finance, Securities Trading
What is R. M. Davis competition?
R. M. Davis top competitors include: Seamount Financial Group, YHB Investment Advisors, Benefit Financial Services Group, Welch & Forbes
What companies has R. M. Davis acquired?
R. M. Davis has acquired the companies: Rm Davis
What technology does R. M. Davis use?
Some of the popular technologies that R. M. Davis uses are: goo.gl, Gravity, reCAPTCHA, Microsoft SharePoint
Who is the CFO of R. M. Davis?
R. M. Davis's CFO is Wendy Laidlaw
How do I contact R. M. Davis?
R. M. Davis contact info: Phone number: (207) 774-0022 Website: www.rmdavis.com
What does R. M. Davis do?

R.M. Davis is an independent wealth and investment management firm that has been serving clients since 1978. They offer personalized financial solutions, including investment management, estate and tax strategies, retirement planning, and more, tailored to meet the unique needs and aspirations of their clients. The firm prides itself on building de... ep connections and providing exceptional client service through a relationship-driven approach. Their team consists of experienced professionals, including investment managers, financial planners, and legal experts, dedicated to ensuring clients feel confident about their financial future.Read More

What are R. M. Davis social media links?
R. M. Davis Linkedin page R. M. Davis Twitter page R. M. Davis Facebook page
Is R. M. Davis a public company?
R. M. Davis is private company therefore does not currently have an official ticker symbol
See more information about R. M. Davis

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