Davenport Wealth Advisors
Davenport Wealth Advisors (CRD# 219513) is a financial advisory firm headquartered in Castro Valley, CA. They manage $23,442,009 in 173 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Davenport Wealth Advisors
By the Numbers
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Total Assets Under Management23MILLION
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Total Number of Accounts173ACCOUNTS
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Average Account Value$135,503
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Davenport Wealth Advisors
1
Glen Davenport (CRD# 4834813) is an Investment Advisor Representative working at Davenport Wealth Advisors in Castro Valley, CA and has over 19 years of experience in the finance industry.
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