Davig Financial Corporation (Holmen)

Name: Davig Financial Corporation
Address: 501 Empire St., Suite 101, Holmen, WI, 54636
Telephone: 608-526-9718

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.

Davig Financial Corporation: assets under management

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 firm manages $18 million in discretionary accounts and $500 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $185.57 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $13.89 thousand.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Davig Financial Corporation

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sonja Caroline Davighuesmann	Vice-president	1 Sep 1990	Other	3226082
Helen Davig	Secretary / treasurer	1 Sep 1990	Other	4401778
Edward Allen Davig	President	1 Sep 1990	75% - 100%	841294

Based in Holmen

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.