← Back to searchVisit website
DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC
CRD 127506 · SEC 801-123626
234 W. SCHOOL STREET, RIDGELAND, MS, 39157, United States
Phone
601-898-8069
Fax
601-853-8087
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$157.1M
Discretionary AUM
$157.1M
Team
3 total employees; 3 advisory reps; 6 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 182 | $38.3M |
| High net worth individuals | 26 | $118.1M |
| Corporations/business entities | 6 | $664K |
States served
AL, GA, LA, MS, TN, WA, FL
All web addresses on file
Official SEC filing: View on IAPD