DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

234 W. School Street
Ridgeland, Mississippi 39157
Tel: 601-898-8069

About DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC, formally registered with the SEC as DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC. The firm was established in 04/07/2022. They have over 1 offices throughout the country.

DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC is a Ridgeland, Mississippi based Financial Planning firm with nearly $122,243,528 assets under management, offering retirement planning & investment advisory services to 339 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127506
SEC#	801-123626
Assets Managed by Firm	$122,243,528
No. of Clients	339
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	339	$122,243,528
Individuals (other than high net worth individuals)	189	$36,149,507
High net worth individuals	16	$84,293,292
Pension and profit sharing plans	1	$507,097
Corporations or other businesses	5	$1,293,632

More Retirement Planning firms in Ridgeland, Mississippi:

Firm Name	Assets Under Management	Total Clients	Total Advisors
SMITH SHELLNUT WILSON 661 Sunnybrook Road, Suite 130 Ridgeland, MS, 39157	$7,233,687,387	696	16
HARDY REED, LLC 101 S. Front Street Tupelo, MS, 38804	$1,865,178,576	348	18
THE MOLPUS WOODLANDS GROUP, LLC 402 W. Parkway Place Ridgeland, MS, 39157	$1,341,890,722	6	110
MAG CAP 1076 Highland Colony Parkway, Suite 291 Ridgeland, MS, 39157	$1,148,400,486	3008	18
BARNES PETTEY FINANCIAL ADVISORS, LLC 252 Sunflower Avenue Clarksdale, MS, 38614	$1,087,865,356	2816	15

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