Davig Financial Corporation is an adviser based in Holmen. It manages $18.5 million of regulatory assets for 133 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Wisconsin.
Davig Financial Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Davig Financial Corporation is $18.5 million. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Davig Financial Corporation for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.
Edward Allen Davig has been acting as President since 1 Sep 1990. Sonja Caroline Davighuesmann joined the executive team most recently as the Vice President.
The principal office where Davig Financial Corporation performs its advisory services is located at 501 Empire St., Suite 101, Holmen, WI 54636, 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 608-526-9718 or by fax 608-526-9279. The normal business hours are 8:30 a.m. - 4:30 a.m. on Monday - Friday. You can find more information about the New York firm at www.davig.com.