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 1 offices throughout the country.
DAVIS SELECTED ADVISERS LP is a Tucson, Arizona based Financial Planning firm with nearly $19,885,317,307 assets under management, offering retirement planning & investment advisory services to 148 clients. The firm is staffed with 123 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 108674 |
SEC# | 801-31648 |
Assets Managed by Firm | $19,885,317,307 |
No. of Clients | 148 |
No. of Advisors | 123 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 148 | $19,885,317,307 |
Individuals (other than high net worth individuals) | 22 | $4,368,664 |
High net worth individuals | 61 | $117,249,619 |
Pension and profit sharing plans | 3 | $27,227,775 |
Charitable organizations | 9 | $2,926,528,136 |
Other investment advisers | 25 | $4,165,202,915 |
Corporations or other businesses | 3 | $241,727,149 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,243,468,890 | 65 | 135 | |
$31,053,928,632 | 21 | 150 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 |
$5,606,257,800 | 19 | 96 | |
$5,250,997,806 | 79 | 16 |
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