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MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES
WILLIAM MCDAVID & CO., PA
CRD 142187
2531 NW 41ST STREET, SUITE E, GAINESVILLE, FL, 32606-7490, United States
Phone
352-373-7505
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.4M
Discretionary AUM
$28.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $11.0M |
| High net worth individuals | 9 | $15.3M |
| Pension/profit sharing plans | 2 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD