Davies Financial Advisors, Inc.

Oregon
Registered In
01/10/2019
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Davies Financial Advisors, Inc. at 41391 Kalmia ST STE 330, Murrieta, Ca 92562 lists Andrew Davies and Shaunie Davies of Murrieta, CA as the associates.

Registered In
Oregon
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Business Corporation
Status
Active
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Andy Davies Registered Agent
2051 WILLAMETTE FALLS DR, WEST LINN, OR 97068
Andrew Davies President
41391 KALMIA ST STE 330, MURRIETA, CA 92562
Shaunie Davies Secretary
41391 KALMIA ST STE 330, MURRIETA, CA 92562
41391 KALMIA ST STE 330, MURRIETA, CA 92562 View Map

Financial Information for Davies Financial Advisors, Inc.

Form 5500

DAVIES FINANCIAL ADVISORS, INC.

25109 Jefferson Ave Suite 205, Murrieta, Ca 92562 (951) 757-4847 EIN:80-0106814 Plan Admin:Andrew Davies
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameDAVIES FINANCIAL ADVISORS, INC. 401(K) PS PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$654,445 / $735,224 2022 DAVIES FINANCIAL ADVISORS, INC. 401(K) PS PLAN - Plan #001 7 / 7 $654,445 / $735,224
2021 Plan NameDAVIES FINANCIAL ADVISORS, INC. 401(K) PS PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$669,786 / $654,445 2021 DAVIES FINANCIAL ADVISORS, INC. 401(K) PS PLAN - Plan #001 6 / 7 $669,786 / $654,445
2020 Plan NameDAVIES FINANCIAL ADVISORS, INC. 401(K) PS PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$399,792 / $669,786 2020 DAVIES FINANCIAL ADVISORS, INC. 401(K) PS PLAN - Plan #001 5 / 6 $399,792 / $669,786
2019 Plan NameDAVIES FINANCIAL ADVISORS, INC. 401(K) PS PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$275,036 / $399,792 2019 DAVIES FINANCIAL ADVISORS, INC. 401(K) PS PLAN - Plan #001 4 / 4 $275,036 / $399,792
Benefit & Retirement Plans based on Form 5500.
PPP Loans

DAVIES FINANCIAL ADVISORS INC.

41391 Kalmia ST #330, Murrieta, Ca 92562
Loan Date Approved Forgiven Lender Jobs
04/29/2020 Approved$90,000 Forgiven$90,762 LenderFirst-Citizens Bank & Trust Company Jobs5 04/29/2020 $90,000 $90,762 First-Citizens Bank & Trust Company 5
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration
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