Davis Michael Kim is a large advisory firm based in Marion. It manages $118.8 million of regulatory assets for 126 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.
Davis Michael Kim provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Davis Michael Kim is $118.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 112% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Davis Michael Kim for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Davis Michael Kim performs its advisory services is located at 9 Cottage Street, Marion, MA 02738 The mailing address of the firm is Po Box 249, Marion, MA 02738. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 508-748-0709 or by fax 508-748-0710. The normal business hours are 8 am to 6 pm on Monday - Friday.