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DAVENPORT CAPITAL MANAGEMENT, LLC
CRD 159785 · SEC 801-72964
197 MOLINO AVE, MILL VALLEY, CA, 94941, United States
Phone
415-300-6466
Fax
713-583-2884
Registration
— (—)
Source
State registered
Total AUM
$145.5M
Discretionary AUM
$4.5M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-05-20
Disciplinary history
Yes
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $145.5M |
Official SEC filing: View on IAPD