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
20980 Redwood Road Suite 230, Castro Valley, CA 94546
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    173
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Davenport Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Glen Davenport, financial advisor Castro Valley CA
Glen J. Davenport
CRD#: 4834813
20980 Redwood Road Suite 230, Castro Valley, CA 94546

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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