Leah
Davis
Nia Impact Capital
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About this Advisor
Leah Davis is a financial advisor operating in Berkeley, California with 2 years of relevant experience. Davis works at Nia Impact Capital. The advisor has gained experience at Minneota Life Insurance Co, Sgc Financial Services, Securian Financial Services, Massmutual, Metlife Securities Inc, New York Life, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Bowen Financial Planning, Bedell Frazier Investment Counselling, LLC and Nia Impact Capital. Davis holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Nia Impact Capital is a company operating in Berkeley, California. It controls $275 million in assets across its 300 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm serves 25 charitable organizations. Of its 300 customer accounts, 38% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules typically are based on the type of financial services offered. However, fees billed by Nia Impact Capital most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nia Impact Capital Brokerage Details
$274,518,326
12
300
$915,061
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Leah Davis Work History
Leah has been registered as a financial advisor for 2 years.*
Nia Impact Capital
Bedell Frazier Investment Counselling, LLC
Mml Investors Services, LLC
Bowen Financial Planning
Massmutual
Metlife Securities Inc
Massachusetts Mutual Life Insurance Company
Massmutual
New York Life
Minneota Life Insurance Co
Sgc Financial Services
Securian Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Leah Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nia Impact Capital
Berkeley, CA
Piedmont, CA
Berkeley, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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