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NED DAVIS RESEARCH, INC.

3665 Bee Ridge Road
Suite 306
Sarasota, Florida 34233
Tel: 941-412-2300

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About NED DAVIS RESEARCH, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#112260
SEC#801-60241
Assets Managed by Firm$248,514
No. of Clients1
No. of Advisors70

Fee Structure

  • Hourly charges
  • Subscription fees
  • Fixed fees
  • Other (NDR RECEIVES BPS ON OTHER IA'S AUM USING NDR MODELS)

Advisory Services Provided

  • Pesnsion consulting services
  • Publication of periodicals and newsletters
  • Security ratings or pricing services
  • Market timing services
  • Education seminars/workshops
  • Other (ISSUES CHARTS, GRAPHS, ETC & CUSTOMIZED RESEARCH, MODEL PORTFOLIO SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total1$248,514

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