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NED DAVIS RESEARCH, INC.
CRD 112260 · SEC 801-60241
3665 BEE RIDGE ROAD, SUITE 306, SARASOTA, FL, 34233, United States
Phone
941-412-2300
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.2M
Discretionary AUM
$2.2M
Team
68 total employees; 44 advisory reps; 1577 broker-dealer reps
Clients
—
Fees
Hourly charges; Subscription fees; Fixed fees; NDR RECEIVES BPS ON OTHER IA'S AUM USING NDR MODELS
Org form
Corporation
Filing date
2025-12-18
Disciplinary history
No
Services
Portfolio management (investment companies)Pension consultingPublication of periodicalsSecurity ratingsMarket timingEducational seminarsISSUES CHARTS, GRAPHS, ETC & CUSTOMIZED RESEARCH, MODEL PORTFOLIO SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $0 |
| High net worth individuals | 28 | $0 |
| Banking/thrift institutions | 89 | $0 |
| Investment companies | 1 | $2.0M |
| Pension/profit sharing plans | 23 | $0 |
| Charitable organizations | 17 | $0 |
| State/municipal entities | 24 | $0 |
| Other investment advisers | 1089 | $0 |
| Insurance companies | 25 | $0 |
| Sovereign wealth funds | 13 | $0 |
| Corporations/business entities | 241 | $0 |
States served
CA, GA, NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD