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NED DAVIS RESEARCH, INC.
SARASOTA, FL
941-412-2300
SEC #801-60241Total AUM
$2.2M
Employees
68Clients
1,577Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3665 BEE RIDGE ROAD
SUITE 306
SARASOTA
FL 34233
United States
SUITE 306
SARASOTA
FL 34233
United States
Operating Hours
8:30A.M. TO 5:00P.M.
Monday - Friday
Monday - Friday
Phone
941-412-2300
Other Offices
2
Financials
Total AUM
$2.2M
Accounts
2Discretionary
$2.2M
Accounts
2Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
26AUM
$0
HNW Individual Clients
28AUM
$0
Banking Clients
89AUM
$0
Investment Company Clients
1AUM
$2M
Pension/Profit Sharing Plan Clients
23AUM
$0
Charitable Organization Clients
17AUM
$0
Government Entity Clients
24AUM
$0
Investment Advisor Clients
1,089AUM
$0
Insurance Company Clients
25AUM
$0
Sovereign Wealth Fund Clients
13AUM
$0
Corporation or Business Clients
241AUM
$0
Other Clients
1AUM
$268.3K
Description of Other Clients
FIRM PROPRIETARY ACCOUNT
Services
Services Offered
Company Portfolio ManagementEducationMarket TimingOther ServicesPension ConsultingPublicationsSecurities Ratings
Other Services
ISSUES CHARTS, GRAPHS, ETC & CUSTOMIZED RESEARCH, MODEL PORTFOLIO SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Subscription Fee
Other Compensation
NDR RECEIVES BPS ON OTHER IA'S AUM USING NDR MODELS
Compliance
Disclosures
None reported
State Registrations
CAFLGANYPATX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.