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DAVIES FINANCIAL ADVISORS, INC.

EIN 80-0106814-investment banking-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
10
25109 JEFFERSON AVE, SUITE 205 - MURRIETA, CA 92562951-757-4847LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$1.3M - 10 part

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Retirement#001

DAVIES FINANCIAL ADVISORS, INC. 401(K) PS PLAN

401k

Assets$1.3M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAVIES FINANCIAL ADVISORS, INC. 401(K) PS PLAN401k$1.3M102025
Retirement plans
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