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- Employee owned and headquartered in Richmond, Virginia, with offices throughout the mid-Atlantic, Davenport & Company offers a range of wealth management and financial advisory services, including traditional stock and bond brokerage, professional money management, financial and retirement planning, market research, insurance, and public finance.
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Using our client-centered approach, we seek to help you design a framework that allows you to pursue financial security during the next phase of your financial life. We are specialists in providing individuals, families, and businesses with a structured and customized financial plan.
- About Us
Kevin’s loyalty has paid off, with clients following him to...
- Wealth Management
Wealth Management. / Overview. Partner with an expert. No...
- Retirement Consulting
At Davenport Wealth Management, we’re here to help you...
- Resources
At Davenport Wealth Management, we’re here to help you...
- Our Philosophy
At Davenport Wealth Management, we entirely believe in the...
- Accumulation
Wealth Management / Accumulation; Accumulation ....
- Risk Management
Risk management is intended to minimize financial and other...
- Estate Planning
Estate planning creates a master plan for the management of...
- About Us
At Davenport, we are committed to protecting our clients’ assets. Learn more about the safeguards we have in place. At Davenport & Company, we believe that wealth management is timeless. Opportunities arise, trends change, and technologies evolve — but the fundamentals of investment research and management remain.
Mar 14, 2024 · Davenport & Company Review. Written by investor.com. March 14, 2024. Davenport & Company, registered in 1977, serves 51 state (s) with a licensed staff of 302 advisors. Davenport & Company manages $19.3 billion and provides investment advisory services for 15,465 clients (1:51 advisor/client ratio). Davenport & Company.
- $16.6 billion
- 1:49
- $1.1 million
Davenport Asset Management is a boutique money manager founded in 1984 with over $10 billion in assets under management. Our competitive advantages come from our history, partnership, independence, experience, and process refined over the 160-year history of our firm. History Partnership Independence Experience Process.
About Us. Employee owned and headquartered in Richmond, Virginia, with offices throughout the mid-Atlantic, Davenport & Company offers a range of wealth management and financial advisory services, including traditional stock and bond brokerage, professional money management, financial and retirement planning, market research, insurance, and ...
Wealth Management | Davenport & Co. Thousands of individuals and institutions have relied on us to help them steward their wealth with wisdom and confidence. Establishing your goals is one thing, but managing your wealth to help you achieve those goals is something entirely different.
