The Davenport Financial Group, Inc.

The Davenport Financial Group, Inc. (CRD# 282200) is a financial advisory firm headquartered in Dayton, OH. They manage $1,950,000 in 21 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
267 Regency Ridge Drive, Dayton, OH 45459
http://ww.davenportcfp.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $92,857
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
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.

OH, TX

Financial Advisors at The Davenport Financial Group, Inc.
No Advisor Found.

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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