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DAVENPORT & COMPANY LLC
RICHMOND, VA
804-780-2000
SEC #801-13057Total AUM
$24.7B
Employees
525Clients
17,727Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE JAMES CENTER
901 EAST CARY STREET, SUITE 1100
RICHMOND
VA 23219
United States
901 EAST CARY STREET, SUITE 1100
RICHMOND
VA 23219
United States
Operating Hours
8:45 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
804-780-2000
Other Offices
29
Financials
Total AUM
$24.7B
Accounts
24,315Discretionary
$23.9B
Accounts
23,906Non-Discretionary
$769.7M
Accounts
409
Clients
Individual Clients
11,188AUM
$3.8B
HNW Individual Clients
5,667AUM
$14.1B
Banking Clients
1AUM
$0
Investment Company Clients
1AUM
$4.1B
Pooled Vehicle Clients
3AUM
$679.5M
Pension/Profit Sharing Plan Clients
114AUM
$322.4M
Charitable Organization Clients
595AUM
$1.3B
Government Entity Clients
4AUM
$69.4M
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
3AUM
$26.8M
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
98AUM
$223.1M
Other Clients
51AUM
$122.6M
Description of Other Clients
PARTNERSHIPS, SELF-INSURED TRUSTS,
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
12B-1 FEES AND/OR SHAREHOLDER SERVICING FEES
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.