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Mar 14, 2024 · The Davenport Financial Group, registered in 2016, serves 1 state(s) with a licensed staff of 1 advisors. The Davenport Financial Group manages $21.1 million and provides investment advisory services for 136 clients (1:136 advisor/client ratio).
- $14.8 million
- 1:99
- $149,362
Financial Planning Consultants in Richmond, VA. See BBB rating, reviews, complaints, & more.
- 901 E. Cary Street Suite 1100, Richmond, 23219, VA
- (804) 323-6061
Davenport Financial is an independently owned financial advisory firm that specializes in comprehensive financial planning for individuals and families in the Miami Valley as well as across the United States.
- 267 Regency Ridge Drive Dayton, OH, 45459
- Cory@DavenportCFP.com
- (937) 298-3113
Based in Richmond, Virginia, Davenport & Company is an independent advisory firm serving thousands of individual and institutional clients. The financial advisor is compensated through a fee-based fee structure, and it has more than $16 billion in assets under management . Davenport & Company Background
By doing so, I believe I am better able to understand their unique financial situation and provide them with a customized financial plan that will best serve them and their families for years, and quite possibly generations." Cory Davenport, CFP. President & Founder.
Company profile page for Davenport Financial Group Inc including stock price, company news, executives, board members, and contact information
Davenport is an independent, employee-owned firm, founded in Richmond, Virginia in 1863. For 160 years, we have experienced nearly every kind of financial market and we have learned the importance of balancing stability and innovation in a dynamic environment.
