DAVISSON INVESTMENT, LLC

RIASEC Registered
Total AUM
$18.4M
Discretionary
$18.4M
100% of AUM
Avg account
$3.1M
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
NEWINGTON, New Hampshire
CRD number
141040
Fee structure
Percentage of AUM
Client types
  • HNWI75.04%
  • Individuals24.96%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Davisson Investment, LLC is a limited liability company that focuses on providing portfolio management services primarily for individuals and small businesses. The firm operates without a specific classification and does not engage in capital allocation or pension consulting. Its client base includes both individual and family clients as well as institutional clients. The firm utilizes a fee structure based on a percentage of assets under management, which aligns its interests with those of its clients. Although Davisson Investment is not an active ESG investor, it maintains a straightforward approach to investment management.

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 75%, Cash & Cash Equivalents 25%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents25%

Contacts

1 of 1
  • RICHARD DAVISSON

    SecretaryCRD 869035

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

NEWINGTON, NH

ROCKINGHAM

Location

NEWINGTON, NH

Headquartered in NEWINGTON, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ROCKINGHAM
Address
14 Patterson Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth