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Bradley Winston Davies

Investment adviser representative at Investment Management Consultants
28 yearsExperience
1 stateRegistered in
$440.3MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

28 years in the industry.

  1. University of Nevada, Las Vegas, NvMay 1998 to now
  2. Investment Management ConsultantsApr 1998 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law1996

State registrations

Registered as an investment adviser representative in 1 state (NV).

Investment Management Consultants

$440.3MAssets managed
185Clients
2Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2639522
Firm CRD
122718
Advisor's SEC record (opens in a new tab)
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