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DAVIS SELECTED ADVISERS LP

3600 E. Hemisphere Loop
Tucson, Arizona 85706-5041
Tel: (800) 279-2279

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About DAVIS SELECTED ADVISERS LP

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.

Firm Information

SEC Current StatusApproved
Firm CRD#108674
SEC#801-31648
Assets Managed by Firm$22,942,793,322
No. of Clients142
No. of Advisors123

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total142$22,942,793,322
Individuals (other than high net worth individuals)21$5,719,545
High net worth individuals59$129,221,916
Pension and profit sharing plans3$29,130,908
Charitable organizations10$3,482,317,602
Other investment advisers21$5,207,553,353
Corporations or other businesses3$289,610,069

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