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 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 Status	Approved
Firm CRD#	1588
SEC#	801-13057
Assets Managed by Firm	$19,332,677,961
No. of Clients	20878
No. of Advisors	494

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 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

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