Davenforth, LLC

Davenforth, LLC (CRD# 171689) is a financial advisory firm headquartered in Austin, TX. They manage $705,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $705,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Davenforth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James L. Brown
CRD#: 6340864
4006 North Lamar Blvd., 2nd Floor, Austin, TX 78756
88
Wealthminder
score

James Brown (CRD# 6340864) is an Investment Advisor Representative working at Davenforth, LLC in Austin, TX and has over 2 years of experience in the finance industry.

2
Bradley R. Roofner
CRD#: 6340843
4006 North Lamar Blvd., 2nd Floor, Austin, TX 78756
88
Wealthminder
score

Bradley Roofner (CRD# 6340843) is an Investment Advisor Representative working at Davenforth, LLC in Austin, TX and has over 2 years of experience in the finance industry.

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