One James Center
901 East Cary Street, Suite 1100
Richmond, Virginia 23219
Tel: 804-780-2000
DAVENPORT & COMPANY LLC, formally registered with the SEC as DAVENPORT & COMPANY LLC. The firm was established in 06/02/1977. They have over 27 offices throughout the country.
DAVENPORT & COMPANY LLC is a Richmond, Virginia based Financial Planning firm with nearly $19,332,677,961 assets under management, offering retirement planning & investment advisory services to 20878 clients. The firm is staffed with 494 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 1588 |
SEC# | 801-13057 |
Assets Managed by Firm | $19,332,677,961 |
No. of Clients | 20878 |
No. of Advisors | 494 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 20878 | $19,332,677,961 |
Individuals (other than high net worth individuals) | 11062 | $3,716,898,866 |
High net worth individuals | 3566 | $9,677,559,738 |
Pension and profit sharing plans | 138 | $314,268,417 |
Charitable organizations | 530 | $1,070,478,990 |
Corporations or other businesses | 90 | $162,085,382 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
Explore More Retirement Advisors in Richmond, Virginia