3600 E. Hemisphere Loop
Tucson, Arizona 85706-5041
Tel: (800) 279-2279
DAVIS SELECTED ADVISERS LP, formally registered with the SEC as DAVIS SELECTED ADVISERS LP. The firm was established in 01/01/1988. They have over 2 offices throughout the country.
DAVIS SELECTED ADVISERS LP is a Tucson, Arizona based Financial Planning firm with nearly $22,942,793,322 assets under management, offering retirement planning & investment advisory services to 142 clients. The firm is staffed with 123 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 108674 |
SEC# | 801-31648 |
Assets Managed by Firm | $22,942,793,322 |
No. of Clients | 142 |
No. of Advisors | 123 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 142 | $22,942,793,322 |
Individuals (other than high net worth individuals) | 21 | $5,719,545 |
High net worth individuals | 59 | $129,221,916 |
Pension and profit sharing plans | 3 | $29,130,908 |
Charitable organizations | 10 | $3,482,317,602 |
Other investment advisers | 21 | $5,207,553,353 |
Corporations or other businesses | 3 | $289,610,069 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
$6,709,525,290 | 48764 | 240 |
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