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DAVINCI CAPITAL MANAGEMENT INC.
CRD 46897 · SEC 801-56514
801 CAMBRIDGE STREET, CAMBRIDGE, MA, 02141, United States
Phone
617-354-3222
Fax
617-354-1137
Registration
— (—)
Source
State registered
Total AUM
$40.2M
Discretionary AUM
$0
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2024-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingINDIVIDUAL CLIENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $16.1M |
| High net worth individuals | 8 | $24.1M |
All web addresses on file
Official SEC filing: View on IAPD