← Back to searchVisit website
O'BANNON & DAVIS INC.
O'BANNON & DAVIS INC
CRD 134005
6265 SHERIDAN DRIVE, SUITE 118, WILLIAMSVILLE, NY, 14221, United States
Phone
716-856-7555
Fax
716-856-0695
Registration
— (—)
Source
State registered
Total AUM
$77.2M
Discretionary AUM
$70.0M
Team
5 total employees; 2 advisory reps; 469 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 469 | $70.0M |
| Pension/profit sharing plans | 4 | $7.2M |
All web addresses on file
Official SEC filing: View on IAPD