DAVENPORT PBH LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1John Davenport
Private InvestorCRD 6670616
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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