R M Davis Inc

  • Financial Services
  • Portland ME
  • 73 employees
  • Financial Services
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Company Overview

Headquarters
24 City Center, Portland ME
Website
rmdavis.com
Phone
(207) 774-0022
Employees
73
Founded in
1978
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 523991 Companies
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52399 Companies
SIC Code
SIC Code 673 Companies
SIC Code 67 Companies
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Financials & Stats

Revenue

$12B

Total Funding Amount

$1M

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Who is R M Davis Inc

R.M. Davis Inc. is a wealth management firm located in Portland, ME. Founded in 1978, the company has grown to employ 73 people and manages over $4 billion in assets. R.M. Davis provides a broad complement of wealth services and solutions spanning all life stages. They offer investment management, trust and estate services, financial planning, and personal affairs management. R.M. Davis distinguishes itself by taking a long-term, client-focused approach. They pride themselves on being a trusted partner to discerning individuals and organizations seeking quality advice. The firm emphasizes building enduring legacies for their clients and is known for its personalized service, meeting with clients both in their offices and at their kitchen tables. R.M. Davis can be reached at their Portland office or through their website, rmdavis.com.

Company Leadership

Geoffrey Alexander

Chief Executive Officer

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Jonathan Wojtkun

Director of Technology and Information Security

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Denise Vigneault

Vice President Human Resources

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R M Davis Inc Industry Tags

Investment Management
Wealth Management
Trust Services
Financial Planning
Personal Affairs Management
Utilities
Financial Advisory Services
Financial Services
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FAQ

What is the location of R M Davis Inc's headquarters?
The headquarters of R M Davis Inc are situated at 24 City Center, Portland ME
What is R M Davis Inc's phone number?
R M Davis Inc's contact number is (207) 774-0022.
What is R M Davis Inc's official website?
The official website of R M Davis Inc can be found at rmdavis.com.
What is R M Davis Inc's current revenue?
As of September 2012, R M Davis Inc's annual revenue reached $12B.
How many employees does R M Davis Inc currently have?
R M Davis Inc employs approximately 73+ people as of September 2012
Which industries is R M Davis Inc primarily operating in?
R M Davis Inc operates in the following industries: Finance, Credit
Who is the Chief Executive Officer of R M Davis Inc?
R M Davis Inc's Chief Executive Officer is Geoffrey Alexander
What are R M Davis Inc's industry tags?
R M Davis Inc's industry tags include: Investment Management, Wealth Management, Trust Services
What is R M Davis Inc's total funding to date?
R M Davis Inc has secured $1M as of September 2012
When was R M Davis Inc founded?
R M Davis Inc was founded in 1978.

Employee Directory

Key Employees

Scot Draeger

President

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Kevin Manning

Senior Fixed Income Trader

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Caleb DuBois

Vice President, General Counsel & Chief Compliance Officer

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Beth Brown-Malia

Operations Specialist

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Kathleen de Silva

Vice President—Director of Marketing & Communications

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