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Davenport & Associates, Inc.

Headquartered in NORWALK, CT

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Firm Information

Davenport & Associates, Inc. is an investment advisor with 2 investment adviser representatives. The firm manages approximately $708,686 in regulatory assets under management. They offer portfolio management for individuals. The firm's clients include trusts, high net worth individuals, and individuals other than high net worth.

Davenport & Associates, Inc.

$708,686

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

DAVENPORT & ASSOCIATES, INC. has a total of 1 branch locations across the country.
location

NORWALK, CT

Advisors at Davenport & Associates, Inc.

View All 2 Advisors
Unclaimed
Timothy Robert Frangione

RA

NORWALK, CT

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Unclaimed
John Francis Davenport

RA

NORWALK, CT

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Unclaimed
James Alexander Mitchell

RA

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Disclosures

There are no public disclosures for Davenport & Associates, Inc..

Frequently Asked Questions (6)

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