DAVENPORT & COMPANY LLC

One James Center
901 East Cary Street, Suite 1100
Richmond, Virginia 23219
Tel: 804-780-2000

About DAVENPORT & COMPANY LLC

DAVENPORT & COMPANY LLC, formally registered with the SEC as DAVENPORT & COMPANY LLC. The firm was established in 06/02/1977. They have over 26 offices throughout the country.

DAVENPORT & COMPANY LLC is a Richmond, Virginia based Financial Planning firm with nearly $16,588,083,655 assets under management, offering retirement planning & investment advisory services to 20311 clients. The firm is staffed with 478 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	1588
SEC#	801-13057
Assets Managed by Firm	$16,588,083,655
No. of Clients	20311
No. of Advisors	478

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Commision Based
Performance Based
Other(12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	20311	$16,588,083,655
Individuals (other than high net worth individuals)	11048	$3,596,027,321
High net worth individuals	3077	$8,086,597,659
Pension and profit sharing plans	111	$274,380,382
Charitable organizations	532	$940,388,105
Corporations or other businesses	110	$148,212,848

Inquire with DAVENPORT & COMPANY LLC

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