Finley Davis Private Wealth Revenue
Financial Services • 
Eugene, Oregon, United States • 1-10 Employees
Finley Davis Private Wealth revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Key Contacts at Finley Davis Private Wealth
Tj Davis
Ceo / Wealth Advisor
Ashley Cate Gresham
Director Of Operations
Company overview
| Headquarters | 2911 Tennyson Avenue, Suite 301, Eugene, Oregon 97408, US |
| Phone number | +15413422224 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Private Wealth Management, Family Office Services, Derisking, Business Owners, Physician Investing |
| Founded | 1981 |
| Employees | 1-10 |
| Socials |
Finley Davis Private Wealth Email Formats
Finley Davis Private Wealth uses 2 email formats. The most common is {first name} (e.g., john@finleydavis.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@finleydavis.com | 57.1% |
{first initial} | j@finleydavis.com | 42.9% |
About Finley Davis Private Wealth
Finley Davis Private Wealth delivers high-touch service for complex financial needs. Our purpose is clear: to elevate the financial outcomes of our clientele. We are dedicated to providing a total solution through our financial concierge service, addressing the unique challenges of managing significant wealth. By prioritizing a deep understanding of each client’s aspirations and legacy, we craft tailored strategies that transform complex financial scenarios into opportunities for wealth growth and preservation. ----- Investment Advisory Services offered through RiskBridge Advisors, LLC d/b/a Finley Davis Private Wealth (“RiskBridge”) (RB) or Lion Street Advisors, LLC (LSA), registered investment advisers with the SEC. Registration does not imply a certain level of skill or training. Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC, through Finley Davis Financial Group, Inc. (FDFG). RB and FDFG are not affiliated with LSA or LSF. LSF and LSA do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Finley Davis Private Wealth has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Finley Davis Private Wealth has never raised funding before.
Finley Davis Private Wealth Tech Stack
Discover the technologies and tools that power Finley Davis Private Wealth's digital infrastructure, from frameworks to analytics platforms.
Security
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WordPress themes
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CDN
JavaScript libraries
United Kingdom
Poland
Frequently asked questions
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