DAVENPORT PBH LLC

RIASEC Registered
Total AUM
$9M
Discretionary
$9M
100% of AUM
Avg account
$1.8M
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
Inlet Beach, Florida
CRD number
319224
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI99.44%
  • Individuals0.56%

Firm profile

FINTRX

Overview

Davenport Pbh LLC is a privately owned limited liability company that advises individual and family clients. The firm charges fees based on a percentage of assets under management and can also collect performance-based fees. Its public disclosures identify equities as the primary investment preference and indicate use of third-party managers for alternative strategies. Davenport Pbh LLC does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • John Davenport

    Private InvestorCRD 6670616

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Inlet Beach, FL

BAY

Location

Inlet Beach, FL

Headquartered in Inlet Beach, FL, in the South of the United States.

Region
South
County
BAY
Address
394 W Lafayette Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth