David, Alan R.

Overview

David, Alan R. operates as a sole proprietorship focused on accounting and financial planning services. The firm is classified as unclassified and is owned and managed by David, Alan R. Its stated business activities combine traditional accounting work with advisory services centered on financial planning rather than a broad, discretionary portfolio management mandate. The practice reports a nonstandard fee structure labeled "Other" and is not identified as an active ESG investor. It does not present itself as a multi-state adviser, a capital allocator, a pension consultant, or a related adviser. Industry affiliations include an Other Investment Adviser relationship and connections to an insurance company, indicating advisory activity that may be delivered alongside insurance products.

Assets & Accounts

Investments & Alternatives

Location & Offices