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NED Davis Research, Inc.

Headquartered in SARASOTA, FL

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Firm Information

NED Davis Research, Inc. is an investment adviser based in Sarasota, FL. The firm provides a variety of advisory services, including security ratings, customized research, model portfolio services, pension consulting, educational seminars, and market timing services. NED Davis Research serves a wide range of clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, and more. The firm manages a total of $248,514 in client assets, primarily through a proprietary account.

NED Davis Research, Inc.

3665 BEE RIDGE ROAD

SARASOTA, FL 34233

$248,514

Assets Under Management

1,309

Total Clients

14

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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issues charts, graphs, etc & customized research, model portfolio services

Issues charts, graphs, etc & customized research, model portfolio services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Ndr receives bps on other ia's aum using ndr models

Branch Locations (5)

NED DAVIS RESEARCH, INC. has a total of 5 branch locations across the country.
location

Nokomis, FL

location

South Fork, PA

location

New York, NY

location

HINSDALE, IL

location

SARASOTA, FL

Advisors at NED Davis Research, Inc.

View All 14 Advisors
Unclaimed
Andrew Isaac Sinclair

CFA®, RA

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Steven Russell Sellers

RA

SARASOTA, FL

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Brian Thomas Sanborn

CFA®, RA

SARASOTA, FL

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Alejandra Teresa Grindal

RA

SARASOTA, FL

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Unclaimed
Ulrico Jesus Font

RA

SARASOTA, FL

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Veneta Kireva Dimitrova

RA

SARASOTA, FL

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Unclaimed
Lisa Marie Michalski

CFA®, RA

SARASOTA, FL

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Unclaimed
Philippe Jacques richard Mouls

CFA®, RA

Nokomis, FL

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Disclosures

There are no public disclosures for NED Davis Research, Inc..

Frequently Asked Questions (9)

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