DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC
CRD #127506 SEC #801-123626 RIDGELAND, MS 601-898-8069
SEC Registered
Total AUM
$138.8M
Discretionary
$138.8M
Employees
3
Clients
0
Accounts
352
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $138.8M | $138.8M | $0 | 3 | 6 |
| Mar 2024 | $122.2M | $122.2M | $0 | 3 | 6 |
| Feb 2023 | $103.6M | $103.6M | $0 | 3 | 6 |
| Mar 2022 | $119.7M | $119.7M | $0 | 3 | 6 |
| Jun 2012 | $31.8M | $31.8M | $0 | 1 | 200 |
| Apr 2012 | $31.8M | $31.8M | $0 | 1 | 200 |
| Mar 2012 | $31.8M | $31.8M | $0 | 1 | 200 |
| Feb 2012 | $31.8M | $31.8M | $0 | 1 | 200 |
| Feb 2012 | $31.8M | $31.8M | $0 | 1 | 200 |
| Dec 2010 | $30.3M | $30.3M | $0 | 5 | -- |
| Jun 2010 | $30.3M | $30.3M | $0 | 5 | -- |
DateMar 2025
Total AUM$138.8M
Discretionary$138.8M
Non-Disc.$0
Employees3
Clients6
DateMar 2024
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees3
Clients6
DateFeb 2023
Total AUM$103.6M
Discretionary$103.6M
Non-Disc.$0
Employees3
Clients6
DateMar 2022
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees3
Clients6
DateJun 2012
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees1
Clients200
DateDec 2010
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees5
Clients--