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DAVISSON INVESTMENT, LLC
CRD 141040 · SEC 801-66947
14 PATTERSON LANE, NEWINGTON, NH, 03801, United States
Phone
603-686-0342
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.4M
Discretionary AUM
$18.4M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-04-17
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $4.6M |
| High net worth individuals | 2 | $13.8M |
| Charitable organizations | 1 | — |
Official SEC filing: View on IAPD