Davlin Fund Advisors, LLC (Wayland)

Davlin Fund Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Davlin Fund Advisors: assets under management

The assets under management (AUM) of Davlin Fund Advisors, LLC is $10.54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10436% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.54 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Davlin Fund Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wayland

The principal office where Davlin Fund Advisors, LLC performs its advisory services is located at 44 River Road, Wayland, MA 01778 1829, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508-276-1705 or by fax 508-276-1705. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at davlinfunds.org.

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