DAVISSON INVESTMENT, LLC
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
FINTRXOverview
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
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 Equities75%
- Cash & Cash Equivalents25%
Contacts
1 of 1RICHARD DAVISSON
SecretaryCRD 869035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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