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DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

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

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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 StatusApproved
Firm CRD#127506
SEC#801-123626
Assets Managed by Firm$122,243,528
No. of Clients339
No. of Advisors3

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 ClientsAUM
Firm Total339$122,243,528
Individuals (other than high net worth individuals)189$36,149,507
High net worth individuals16$84,293,292
Pension and profit sharing plans1$507,097
Corporations or other businesses5$1,293,632

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