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.
Overview
Registered In
Oregon
Incorporation Date
Company Type
Foreign Business Corporation
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
California
Search Other Resources
People
|
Andy Davies
Registered Agent
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2051 WILLAMETTE FALLS DR, WEST LINN, OR 97068
|
|
|
Andrew Davies
President
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41391 KALMIA ST STE 330, MURRIETA, CA 92562
|
|
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Shaunie Davies
Secretary
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41391 KALMIA ST STE 330, MURRIETA, CA 92562
|
Map & Locations
|
41391 KALMIA ST STE 330, MURRIETA, CA 92562
View Map
|
Financials
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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Sources
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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