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Home > Retirement Planners > arizona > tucson > DAVIS SELECTED ADVISERS LP
DAVIS SELECTED ADVISERS LP
3600 E. Hemisphere Loop
Tucson, Arizona 85706-5041
Tel: (800) 279-2279
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 Status | Approved |
|---|---|
| Firm CRD# | 108674 |
| SEC# | 801-31648 |
| Assets Managed by Firm | $22,942,793,322 |
| No. of Clients | 142 |
| No. of Advisors | 123 |
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 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 |
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