Investment adviser · CRD 105206

DAVIDSON & GARRARD INC

Investment adviser filing (IA)

LYNCHBURG, VA, United States · Form ADV filed Aug 8, 2017

Regulatory AUM
$685M
Form ADV · Item 5.F
Client accounts
1,338
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
10
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 8, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

810 MAIN ST, 3RD FLOOR
LYNCHBURG, VA, 24504, United States

CRD 105206

Filing source

Form ADV 1127952 · Aug 8, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.