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DAVENPORT & COMPANY LLC

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

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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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#1588
SEC#801-13057
Assets Managed by Firm$19,332,677,961
No. of Clients20878
No. of Advisors494

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based
  • Performance Based
  • Other (12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total20878$19,332,677,961
Individuals (other than high net worth individuals)11062$3,716,898,866
High net worth individuals3566$9,677,559,738
Pension and profit sharing plans138$314,268,417
Charitable organizations530$1,070,478,990
Corporations or other businesses90$162,085,382

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