3665 Bee Ridge Road
Suite 306
Sarasota, Florida 34233
Tel: 941-412-2300
NED DAVIS RESEARCH, INC, formally registered with the SEC as NED DAVIS RESEARCH, INC. The firm was established in 05/31/2001. They have over 3 offices throughout the country.
NED DAVIS RESEARCH, INC. is a Sarasota, Florida based Financial Planning firm with nearly $248,514 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 70 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112260 |
| SEC# | 801-60241 |
| Assets Managed by Firm | $248,514 |
| No. of Clients | 1 |
| No. of Advisors | 70 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $248,514 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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