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Building 2DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

Map pinRIDGELAND, MS
Phone601-898-8069
NotebookSEC #801-123626
Total AUM
$157.1M
Employees
3
Clients
214

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
234 W. SCHOOL STREET
RIDGELAND
MS 39157
United States
Operating Hours
8:00 A.M. - 4:30P.M.
Monday - Friday
Phone
601-898-8069
Other Offices
1

ReceiptFinancials

Total AUM
$157.1M
Accounts
355
Discretionary
$157.1M
Accounts
355
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
182
AUM
$38.3M
HNW Individual Clients
26
AUM
$118.1M
Corporation or Business Clients
6
AUM
$664K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALAMSTNWA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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