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| DaVinci Financial Designs LLC
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|
|---|---|
| CRD # | 163362 |
| SEC # | 801-80733 |
| CIK # | |
| AUM | $201.0 MM (2023-03-31) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Phone | 803-741-0134 |
| Address | 5301 N Trenholm Road Columbia, SC 29206 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 711 | 115.3 |
| (b) Individuals (high net worth individuals) | 36 | 83.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,551 | 201.0 |
| By Discretionary | ||
| Discretionary | 1,551 | 201.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,551 | 201.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.0 | |
| Total | 1,551 | 201.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mack Investment Securities Inc
✚
|
IL | 0.2 |
|
Northern Capital Retirement Services Inc
✚
|
WA | 0.2 |
|
Mariaca Wealth Management LLC
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|
FL | 0.2 |
|
Simplicity Wealth LLC
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|
NJ | 0.2 |
|
Transitus Wealth Partners LLC
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|
NC | 0.2 |
|
Gibbs Wealth Management LLC
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|
GA | 0.2 |
|
Weitzel Financial Services Inc
✚
|
IA | 0.2 |
|
Familywealth Asset Management
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|
TX | 0.2 |
|
Investments & Financial Planning LLC
✚
|
KY | 0.2 |
|
First Financial Advisory Services Inc
✚
|
RI | 0.2 |